Atria Wealth Solutions’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$318K	Buy	+7,249	New	+$299K	0.01%	1124
2024 Q1	–	Sell	-6,190	Closed	-$221K	–	1967
2023 Q4	$221K	Buy	+6,190	New	+$210K	﹤0.01%	1712
2023 Q3	–	Sell	-6,030	Closed	-$202K	–	1875
2023 Q2	$202K	Buy	+6,030	New	+$195K	﹤0.01%	1699

Other funds holding BJUN

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's BJUN Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Innovator US Equity Buffer ETF June (BJUN) in Q2 2025: 7,249 shares worth $318K. The stake represents 0.01% of the portfolio and ranks #1124 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in BJUN as recently as Q4 2023.

Atria Wealth Solutions first reported a position in BJUN in Q2 2023 and has held it in 3 quarters since. 89 funds tracked by Wall St. Rank hold BJUN as of Q2 2025.

Atria Wealth Solutions held 7,249 shares of Innovator US Equity Buffer ETF June worth $318K as of Q2 2025.
Innovator US Equity Buffer ETF June was a new Atria Wealth Solutions position in Q2 2025.
Innovator US Equity Buffer ETF June made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1124 holding.
Atria Wealth Solutions first reported a position in Innovator US Equity Buffer ETF June in Q2 2023 and has held it in 3 quarters since.
89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.