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

Accuvest Global Advisors’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
2024
Q2 		– Sell
-206,605
Closed -$7.13M – 94
2024
Q1 		$7.13M Buy
+206,605
New +$7.02M 3.12% 7
2023
Q4 		– Sell
-212,730
Closed -$6.66M – 122
2023
Q3 		$6.66M Hold
212,730
– – 3.65% 5
2023
Q2 		$6.74M Buy
+212,730
New +$6.57M 3.45% 5

Other funds holding PJUN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

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

Accuvest Global Advisors sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q2 2024, closing a stake of 206,605 shares — an estimated $7.13M sold.

Accuvest Global Advisors first reported a position in PJUN in Q2 2023 and held it in 3 quarters. The position peaked at $7.13M in Q1 2024. 162 funds tracked by Wall St. Rank hold PJUN as of Q2 2024.

  • Accuvest Global Advisors reported no remaining Innovator US Equity Power Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • Accuvest Global Advisors sold 206,605 Innovator US Equity Power Buffer ETF June shares in Q2 2024, an estimated $7.13M.
  • Accuvest Global Advisors first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2023 and held it in 3 quarters.
  • Accuvest Global Advisors's Innovator US Equity Power Buffer ETF June position peaked at $7.13M in Q1 2024.
  • 162 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2024.

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