Bedel Financial Consulting’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Bedel Financial Consulting’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	–	Sell	-6,294	Closed	-$232K	–	276
2025 Q1	$232K	Hold	6,294	–	–	0.03%	238
2024 Q4	$240K	Sell	6,294 -160	-2%	-$5.97K	0.03%	233
2024 Q3	$238K	Hold	6,454	–	–	0.03%	233
2024 Q2	$230K	Buy	+6,454	New	+$225K	0.03%	226
2022 Q2	–	Sell	-4,422	Closed	-$142K	–	689
2022 Q1	$142K	Sell	4,422 -313	-7%	-$9.95K	0.04%	224
2021 Q4	$153K	Sell	4,735 -316	-6%	-$10.1K	0.05%	221
2021 Q3	$157K	Hold	5,051	–	–	0.05%	211
2021 Q2	$157K	Buy	5,051 +1,470	+41%	+$45.2K	0.05%	208
2021 Q1	$110K	Buy	3,581 +55	+2%	+$1.67K	0.04%	244
2020 Q4	$106K	Hold	3,526	–	–	0.05%	217
2020 Q3	$102K	Buy	3,526 +2,194	+165%	+$63.2K	0.05%	208
2020 Q2	$37K	Hold	1,332	–	–	0.02%	315
2020 Q1	$33K	Buy	1,332 +1,177	+759%	+$31.2K	0.02%	321
2019 Q4	$4K	Hold	155	–	–	﹤0.01%	616
2019 Q3	$4K	Hold	155	–	–	﹤0.01%	596
2019 Q2	$4K	Buy	+155	New	+$4.04K	﹤0.01%	595

Other funds holding PJUN

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $1.09B AUM 20.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 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 $324B AUM 22.36% 1-Year Est. Return

LWA

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

Bedel Financial Consulting's PJUN Position: Q2 2025 in Review

Bedel Financial Consulting sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q2 2025, closing a stake of 6,294 shares — an estimated $232K sold.

Bedel Financial Consulting first reported a position in PJUN in Q2 2019 and held it in 16 quarters. The position peaked at $240K in Q4 2024. 158 funds tracked by Wall St. Rank hold PJUN as of Q2 2025.

Bedel Financial Consulting reported no remaining Innovator US Equity Power Buffer ETF June position as of Q2 2025 after selling out during the quarter.
Bedel Financial Consulting sold 6,294 Innovator US Equity Power Buffer ETF June shares in Q2 2025, an estimated $232K.
Bedel Financial Consulting first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2019 and held it in 16 quarters.
Bedel Financial Consulting's Innovator US Equity Power Buffer ETF June position peaked at $240K in Q4 2024.
158 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2025.

Based on Bedel Financial Consulting's 13F filing for Q2 2025, filed 12 Aug 2025.