Atticus Wealth Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Atticus Wealth Management’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
2026 Q2	$629K	Sell	14,559 -1,279	-8%	-$55K	0.15%	92
2026 Q1	$662K	Hold	15,838	–	–	0.18%	89
2025 Q4	$663K	Hold	15,838	–	–	0.16%	90
2025 Q3	$652K	Hold	15,838	–	–	0.16%	88
2025 Q2	$630K	Buy	15,838 +6,929	+78%	+$261K	0.17%	77
2025 Q1	$330K	Hold	8,909	–	–	0.11%	96
2024 Q4	$334K	Hold	8,909	–	–	0.1%	89
2024 Q3	$329K	Hold	8,909	–	–	0.11%	92
2024 Q2	$317K	Hold	8,909	–	–	0.1%	90
2024 Q1	$308K	Hold	8,909	–	–	0.1%	95
2023 Q4	$297K	Hold	8,909	–	–	0.1%	99
2023 Q3	$279K	Hold	8,909	–	–	0.11%	107
2023 Q2	$282K	Buy	+8,909	New	+$275K	0.1%	106

Other funds holding PJUN

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return