AWS
PJUN icon

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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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