4 J Wealth Management LLC Innovator U.S. Equity Ultra Bu Transaction History

4 J Wealth Management LLC

$125 Million
Q4 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 21, 2023	BUY	$26.65 - $27.98 $102,602 - $107,723	3,850 Added 26.12%	18,587 $512,000
Q3 2022 Oct 27, 2022	BUY	$26.03 - $28.11 $383,604 - $414,257	14,737 New	14,737 $384,000

Others Institutions Holding UJUN

# of Institutions

56

Shares Held

3.27M

Call Options Held

0

Put Options Held

0

Berger Financial Group, Inc Plymouth, MN

217K
Shares

$7.98 Million
0.58% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

164K
Shares

$6.03 Million
0.35% of portfolio
Trek Financial, LLC Scottsdale, AZ

155K
Shares

$5.69 Million
0.37% of portfolio
Kfg Wealth Management, LLC Granger, IN

112K
Shares

$4.13 Million
0.87% of portfolio
Sea Crest Wealth Management, LLC Purchase, NY

97.4K
Shares

$3.59 Million
0.39% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUN
Sector ETFs
Industry ETFs

More about UJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 J Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 4 J Wealth Management LLC with notifications on news.