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Avior Wealth Management’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Avior Wealth Management’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
2023
Q2 		– Sell
-535
Closed -$17.1K – 1572
2023
Q1 		$17.1K Buy
+535
New +$16.8K ﹤0.01% 973

Other funds holding BJUN

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
T
TCWP Beachwood, Ohio $40.8M AUM 31.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avior Wealth Management's BJUN Position: Q2 2023 in Review

Avior Wealth Management sold out of Innovator US Equity Buffer ETF June (BJUN) in Q2 2023, closing a stake of 535 shares — an estimated $17.1K sold.

Avior Wealth Management first reported a position in BJUN in Q1 2023 and held it in 1 quarter. The position peaked at $17.1K in Q1 2023. 80 funds tracked by Wall St. Rank hold BJUN as of Q2 2023.

  • Avior Wealth Management reported no remaining Innovator US Equity Buffer ETF June position as of Q2 2023 after selling out during the quarter.
  • Avior Wealth Management sold 535 Innovator US Equity Buffer ETF June shares in Q2 2023, an estimated $17.1K.
  • Avior Wealth Management first reported a position in Innovator US Equity Buffer ETF June in Q1 2023 and held it in 1 quarter.
  • Avior Wealth Management's Innovator US Equity Buffer ETF June position peaked at $17.1K in Q1 2023.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2023.

Based on Avior Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.