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Bellwether Advisors’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Bellwether Advisors’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
2025
Q3 		– Sell
-3,076
Closed -$135K – 184
2025
Q2 		$135K Hold
3,076
– – 0.02% 150
2025
Q1 		$125K Hold
3,076
– – 0.03% 153
2024
Q4 		$128K Buy
+3,076
New +$127K 0.02% 161
2023
Q2 		– Sell
-5,888
Closed -$188K – 128
2023
Q1 		$188K Hold
5,888
– – 0.05% 124
2022
Q4 		$180K Sell
5,888
-528
-8% -$16.1K 0.05% 124
2022
Q3 		$185K Sell
6,416
-500
-7% -$15.5K 0.06% 104
2022
Q2 		$206K Hold
6,916
– – 0.07% 115
2022
Q1 		$237K Buy
6,916
+500
+8% +$16.8K 0.07% 129
2021
Q4 		$221K Hold
6,416
– – 0.07% 121
2021
Q3 		$210K Hold
6,416
– – 0.07% 145
2021
Q2 		$209K Buy
6,416
+528
+9% +$17K 0.07% 126
2021
Q1 		$188K Hold
5,888
– – 0.07% 113
2020
Q4 		$183K Buy
+5,888
New +$179K 0.08% 108

Other funds holding BJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bellwether Advisors's BJUN Position: Q3 2025 in Review

Bellwether Advisors sold out of Innovator US Equity Buffer ETF June (BJUN) in Q3 2025, closing a stake of 3,076 shares — an estimated $135K sold.

Bellwether Advisors first reported a position in BJUN in Q4 2020 and held it in 13 quarters. The position peaked at $237K in Q1 2022. 84 funds tracked by Wall St. Rank hold BJUN as of Q3 2025.

  • Bellwether Advisors reported no remaining Innovator US Equity Buffer ETF June position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 3,076 Innovator US Equity Buffer ETF June shares in Q3 2025, an estimated $135K.
  • Bellwether Advisors first reported a position in Innovator US Equity Buffer ETF June in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's Innovator US Equity Buffer ETF June position peaked at $237K in Q1 2022.
  • 84 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.