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Atlantic Private Wealth’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Atlantic Private Wealth’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
Q2 		– Sell
-2,000
Closed -$74K – 250
2025
Q1 		$74K Buy
+2,000
New +$75.4K 0.05% 89

Other funds holding PJUN

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Atlantic Private Wealth's PJUN Position: Q2 2025 in Review

Atlantic Private Wealth sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q2 2025, closing a stake of 2,000 shares — an estimated $74K sold.

Atlantic Private Wealth first reported a position in PJUN in Q1 2025 and held it in 1 quarter. The position peaked at $74K in Q1 2025. 158 funds tracked by Wall St. Rank hold PJUN as of Q2 2025.

  • Atlantic Private Wealth reported no remaining Innovator US Equity Power Buffer ETF June position as of Q2 2025 after selling out during the quarter.
  • Atlantic Private Wealth sold 2,000 Innovator US Equity Power Buffer ETF June shares in Q2 2025, an estimated $74K.
  • Atlantic Private Wealth first reported a position in Innovator US Equity Power Buffer ETF June in Q1 2025 and held it in 1 quarter.
  • Atlantic Private Wealth's Innovator US Equity Power Buffer ETF June position peaked at $74K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2025.

Based on Atlantic Private Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.