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

Axxcess 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	$406K	Buy	+9,382	New	+$404K	0.01%	779
2026 Q1	–	Sell	-9,382	Closed	-$393K	–	821
2025 Q4	$393K	Hold	9,382	–	–	0.01%	763
2025 Q3	$386K	Sell	9,382 -264	-3%	-$10.7K	0.01%	689
2025 Q2	$384K	Hold	9,646	–	–	0.01%	654
2025 Q1	$357K	Buy	+9,646	New	+$364K	0.01%	631
2024 Q3	–	Sell	-23,264	Closed	-$829K	–	934
2024 Q2	$829K	Sell	23,264 -200	-0.9%	-$6.98K	0.02%	414
2024 Q1	$810K	Hold	23,464	–	–	0.02%	422
2023 Q4	$783K	Sell	23,464 -18,845	-45%	-$606K	0.02%	408
2023 Q3	$1.32M	Sell	42,309 -5,000	-11%	-$159K	0.05%	265
2023 Q2	$1.5M	Buy	+47,309	New	+$1.46M	0.11%	171
2022 Q3	–	Sell	-14,992	Closed	-$436K	–	596
2022 Q2	$436K	Buy	+14,992	New	+$460K	0.04%	330

Other funds holding PJUN

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

PCM

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Axxcess Wealth Management's PJUN Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Innovator US Equity Power Buffer ETF June (PJUN) in Q2 2026: 9,382 shares worth $406K. The stake represents 0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PJUN as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PJUN in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.5M in Q2 2023. 195 funds tracked by Wall St. Rank hold PJUN as of Q2 2026.

Axxcess Wealth Management held 9,382 shares of Innovator US Equity Power Buffer ETF June worth $406K as of Q2 2026.
Innovator US Equity Power Buffer ETF June was a new Axxcess Wealth Management position in Q2 2026.
Innovator US Equity Power Buffer ETF June made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #779 holding.
Axxcess Wealth Management first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2022 and has held it in 11 quarters since.
Axxcess Wealth Management's Innovator US Equity Power Buffer ETF June position peaked at $1.5M in Q2 2023.
195 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.