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

Atria Wealth Solutions’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	$384K	Sell	9,665 -3,925	-29%	-$148K	0.01%	1045
2025 Q1	$503K	Sell	13,590 -7,126	-34%	-$269K	0.01%	1202
2024 Q4	$777K	Sell	20,716 -200	-1%	-$7.46K	0.01%	1032
2024 Q3	$771K	Sell	20,916 -4,288	-17%	-$154K	0.01%	1033
2024 Q2	$898K	Buy	25,204 +17,870	+244%	+$624K	0.01%	944
2024 Q1	$253K	Sell	7,334 -7,885	-52%	-$268K	﹤0.01%	1669
2023 Q4	$508K	Buy	15,219 +1,485	+11%	+$47.7K	0.01%	1199
2023 Q3	$430K	Hold	13,734	–	–	0.01%	1204
2023 Q2	$435K	Buy	13,734 +2,202	+19%	+$68K	0.01%	1224
2023 Q1	$355K	Sell	11,532 -175	-1%	-$5.32K	0.01%	1324
2022 Q4	$348K	Buy	11,707 +200	+2%	+$5.93K	0.01%	1272
2022 Q3	$326K	Buy	11,507 +1,227	+12%	+$36.8K	0.01%	1250
2022 Q2	$299K	Buy	+10,280	New	+$315K	0.01%	1218

Other funds holding PJUN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

PCM

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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 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

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

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

Atria Wealth Solutions reduced its Innovator US Equity Power Buffer ETF June (PJUN) stake by 29% in Q2 2025, selling an estimated $148K and leaving 9,665 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #1045.

Atria Wealth Solutions first reported a position in PJUN in Q2 2022 and has held it in 13 quarters since. The position peaked at $898K in Q2 2024. 158 funds tracked by Wall St. Rank hold PJUN as of Q2 2025.

Atria Wealth Solutions held 9,665 shares of Innovator US Equity Power Buffer ETF June worth $384K as of Q2 2025.
Atria Wealth Solutions sold 3,925 Innovator US Equity Power Buffer ETF June shares in Q2 2025, an estimated $148K.
Innovator US Equity Power Buffer ETF June made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1045 holding.
Atria Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Innovator US Equity Power Buffer ETF June position peaked at $898K in Q2 2024.
158 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2025.

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