AssetMark Inc
PJUN icon

AssetMark Inc’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

AssetMark Inc’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
2025
Q1 		– Sell
-47
Closed -$1.76K – 2733
2024
Q4 		$1.76K Buy
+47
New +$1.75K ﹤0.01% 2142

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Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

AssetMark Inc's PJUN Position: Q1 2025 in Review

AssetMark Inc sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q1 2025, closing a stake of 47 shares — an estimated $1.76K sold.

AssetMark Inc first reported a position in PJUN in Q4 2024 and held it in 1 quarter. The position peaked at $1.76K in Q4 2024. 154 funds tracked by Wall St. Rank hold PJUN as of Q1 2025.

  • AssetMark Inc reported no remaining Innovator US Equity Power Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • AssetMark Inc sold 47 Innovator US Equity Power Buffer ETF June shares in Q1 2025, an estimated $1.76K.
  • AssetMark Inc first reported a position in Innovator US Equity Power Buffer ETF June in Q4 2024 and held it in 1 quarter.
  • AssetMark Inc's Innovator US Equity Power Buffer ETF June position peaked at $1.76K in Q4 2024.
  • 154 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2025.

Based on AssetMark Inc's 13F filing for Q1 2025, filed 6 May 2025.