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WealthShield Partners’s Innovator US Equity Ultra Buffer ETF June UJUN Stock Holding History

WealthShield Partners’s Portfolio UJUN Stock Details UJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$210K Hold
5,632
– – 0.02% 338
2025
Q4 		$211K Hold
5,632
– – 0.02% 333
2025
Q3 		$207K Hold
5,632
– – 0.02% 335
2025
Q2 		$201K Sell
5,632
-4,720
-46% -$159K 0.02% 329
2025
Q1 		$343K Buy
10,352
+5,176
+100% +$176K 0.04% 256
2024
Q4 		$175K Sell
5,176
-1,348
-21% -$45.4K 0.02% 295
2024
Q3 		$217K Sell
6,524
-914
-12% -$29.6K 0.03% 282
2024
Q2 		$238K Buy
7,438
+3,854
+108% +$121K 0.04% 260
2024
Q1 		$111K Hold
3,584
– – 0.02% 314
2023
Q4 		$108K Hold
3,584
– – 0.02% 319
2023
Q3 		$101K Hold
3,584
– – 0.02% 338
2023
Q2 		$102K Buy
+3,584
New +$99.7K 0.02% 341

Other funds holding UJUN

BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $1.76B AUM 18.92% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CVA
Central Valley Advisors Sacramento, California $366M AUM 16.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return