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Accurate Wealth Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Accurate Wealth Management’s Portfolio PJUN Stock Details PJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,340
Closed -$70.1K – 1092
2022
Q4 		$70.1K Buy
+2,340
New +$69.4K 0.03% 380

Other funds holding PJUN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
VFPI
Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Accurate Wealth Management's PJUN Position: Q1 2023 in Review

Accurate Wealth Management sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q1 2023, closing a stake of 2,340 shares — an estimated $70.1K sold.

Accurate Wealth Management first reported a position in PJUN in Q4 2022 and held it in 1 quarter. The position peaked at $70.1K in Q4 2022. 111 funds tracked by Wall St. Rank hold PJUN as of Q1 2023.

  • Accurate Wealth Management reported no remaining Innovator US Equity Power Buffer ETF June position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 2,340 Innovator US Equity Power Buffer ETF June shares in Q1 2023, an estimated $70.1K.
  • Accurate Wealth Management first reported a position in Innovator US Equity Power Buffer ETF June in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Innovator US Equity Power Buffer ETF June position peaked at $70.1K in Q4 2022.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.