AWS
NJUN

Atria Wealth Solutions’s Innovator Growth-100 Power Buffer ETF - June NJUN Stock Holding History

Atria Wealth Solutions’s Portfolio NJUN Stock Details NJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$551K Buy
18,608
+3,840
+26% +$106K 0.01% 871
2025
Q1 		$389K Hold
14,768
– – ﹤0.01% 1327
2024
Q4 		$402K Hold
14,768
– – ﹤0.01% 1384
2024
Q3 		$390K Buy
14,768
+381
+3% +$9.85K ﹤0.01% 1364
2024
Q2 		$372K Buy
+14,387
New +$369K ﹤0.01% 1379

Other funds holding NJUN

Commonwealth Equity Services
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OC
Optima Capital Beaverton, Oregon $215M AUM 17.28% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return