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AE Wealth Management’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

AE Wealth Management’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
2026
Q2 		$525K Buy
10,781
+607
+6% +$29.3K ﹤0.01% 1200
2026
Q1 		$471K Buy
10,174
+18
+0.2% +$844 ﹤0.01% 1144
2025
Q4 		$475K Sell
10,156
-872
-8% -$40.2K ﹤0.01% 1073
2025
Q3 		$504K Sell
11,028
-430
-4% -$19.2K ﹤0.01% 975
2025
Q2 		$501K Buy
11,458
+81
+0.7% +$3.34K ﹤0.01% 922
2025
Q1 		$461K Hold
11,377
– – ﹤0.01% 943
2024
Q4 		$472K Sell
11,377
-1,820
-14% -$75.3K ﹤0.01% 931
2024
Q3 		$537K Sell
13,197
-6
-0% -$237 ﹤0.01% 865
2024
Q2 		$516K Sell
13,203
-140
-1% -$5.32K 0.01% 880
2024
Q1 		$502K Sell
13,343
-17,325
-56% -$635K 0.01% 822
2023
Q4 		$1.11M Sell
30,668
-14,192
-32% -$481K 0.01% 1118
2023
Q3 		$1.47M Buy
44,860
+2,694
+6% +$90.6K 0.01% 948
2023
Q2 		$1.41M Buy
42,166
+16,476
+64% +$533K 0.01% 956
2023
Q1 		$822K Buy
25,690
+2,743
+12% +$86.4K 0.01% 1121
2022
Q4 		$701K Sell
22,947
-10,259
-31% -$313K 0.01% 1138
2022
Q3 		$959K Buy
33,206
+390
+1% +$12.1K 0.01% 955
2022
Q2 		$978K Buy
32,816
+25,217
+332% +$806K 0.01% 896
2022
Q1 		$261K Buy
7,599
+924
+14% +$31.1K ﹤0.01% 1484
2021
Q4 		$230K Sell
6,675
-6,715
-50% -$228K ﹤0.01% 1550
2021
Q3 		$439K Buy
13,390
+399
+3% +$13.2K ﹤0.01% 1218
2021
Q2 		$424K Buy
12,991
+6,716
+107% +$216K ﹤0.01% 1206
2021
Q1 		$201K Sell
6,275
-3,815
-38% -$120K ﹤0.01% 1404
2020
Q4 		$315K Buy
+10,090
New +$307K ﹤0.01% 1122

Other funds holding BJUN

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $13B AUM 71.84% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

AE Wealth Management's BJUN Position: Q2 2026 in Review

AE Wealth Management increased its Innovator US Equity Buffer ETF June (BJUN) stake by 6% in Q2 2026, buying an estimated $29.3K and bringing the position to 10,781 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

AE Wealth Management first reported a position in BJUN in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.47M in Q3 2023. 89 funds tracked by Wall St. Rank hold BJUN as of Q2 2026.

  • AE Wealth Management held 10,781 shares of Innovator US Equity Buffer ETF June worth $525K as of Q2 2026.
  • AE Wealth Management bought 607 Innovator US Equity Buffer ETF June shares in Q2 2026, an estimated $29.3K.
  • Innovator US Equity Buffer ETF June made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1200 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Buffer ETF June in Q4 2020 and has held it in 23 quarters since.
  • AE Wealth Management's Innovator US Equity Buffer ETF June position peaked at $1.47M in Q3 2023.
  • 89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.