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Accuvest Global Advisors’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Accuvest Global Advisors’s Portfolio BJUN Stock Details BJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-52,222
Closed -$1.96M – 27
2024
Q1 		$1.96M Buy
+52,222
New +$1.92M 0.86% 30
2023
Q4 		– Sell
-74,896
Closed -$2.46M – 84
2023
Q3 		$2.46M Hold
74,896
– – 1.35% 27
2023
Q2 		$2.51M Buy
+74,896
New +$2.42M 1.29% 24

Other funds holding BJUN

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accuvest Global Advisors's BJUN Position: Q2 2024 in Review

Accuvest Global Advisors sold out of Innovator US Equity Buffer ETF June (BJUN) in Q2 2024, closing a stake of 52,222 shares — an estimated $1.96M sold.

Accuvest Global Advisors first reported a position in BJUN in Q2 2023 and held it in 3 quarters. The position peaked at $2.51M in Q2 2023. 80 funds tracked by Wall St. Rank hold BJUN as of Q2 2024.

  • Accuvest Global Advisors reported no remaining Innovator US Equity Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 52,222 Innovator US Equity Buffer ETF June shares in Q2 2024, an estimated $1.96M.
  • Accuvest Global Advisors first reported a position in Innovator US Equity Buffer ETF June in Q2 2023 and held it in 3 quarters.
  • Accuvest Global Advisors's Innovator US Equity Buffer ETF June position peaked at $2.51M in Q2 2023.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2024.

Based on Accuvest Global Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.