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 Q2	$199K	Sell	5,176 -456	-8%	-$17.5K	0.03%	232
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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CVA

Central Valley Advisors Sacramento, California $390M AUM 20.62% 1-Year Est. Return

WealthShield Partners's UJUN Position: Q2 2026 in Review

WealthShield Partners reduced its Innovator US Equity Ultra Buffer ETF June (UJUN) stake by 8.1% in Q2 2026, selling an estimated $17.5K and leaving 5,176 shares worth $199K. The position accounts for 0.03% of the portfolio, ranked #232.

WealthShield Partners first reported a position in UJUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $343K in Q1 2025. 69 funds tracked by Wall St. Rank hold UJUN as of Q2 2026.

WealthShield Partners held 5,176 shares of Innovator US Equity Ultra Buffer ETF June worth $199K as of Q2 2026.
WealthShield Partners sold 456 Innovator US Equity Ultra Buffer ETF June shares in Q2 2026, an estimated $17.5K.
Innovator US Equity Ultra Buffer ETF June made up 0.03% of WealthShield Partners's portfolio in Q2 2026, its #232 holding.
WealthShield Partners first reported a position in Innovator US Equity Ultra Buffer ETF June in Q2 2023 and has held it in 13 quarters since.
WealthShield Partners's Innovator US Equity Ultra Buffer ETF June position peaked at $343K in Q1 2025.
69 funds tracked by Wall St. Rank held Innovator US Equity Ultra Buffer ETF June as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.