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Benjamin F. Edwards & Company’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$268K Hold
6,859
– – ﹤0.01% 839
2024
Q1 		$258K Hold
6,859
– – ﹤0.01% 831
2023
Q4 		$245K Hold
6,859
– – ﹤0.01% 809
2023
Q3 		$225K Hold
6,859
– – 0.01% 699
2023
Q2 		$230K Buy
6,859
+2,159
+46% +$69.8K 0.01% 694
2023
Q1 		$150K Hold
4,700
– – 0.01% 794
2022
Q4 		$144K Hold
4,700
– – 0.01% 799
2022
Q3 		$136K Hold
4,700
– – 0.01% 785
2022
Q2 		$140K Buy
+4,700
New +$150K 0.01% 763

Other funds holding BJUN

OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Benjamin F. Edwards & Company's BJUN Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Innovator US Equity Buffer ETF June (BJUN) position steady in Q2 2024 at 6,859 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Benjamin F. Edwards & Company first reported a position in BJUN in Q2 2022 and has held it in 9 quarters since. 80 funds tracked by Wall St. Rank hold BJUN as of Q2 2024.

  • Benjamin F. Edwards & Company held 6,859 shares of Innovator US Equity Buffer ETF June worth $268K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Innovator US Equity Buffer ETF June share count unchanged in Q2 2024.
  • Innovator US Equity Buffer ETF June made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #839 holding.
  • Benjamin F. Edwards & Company first reported a position in Innovator US Equity Buffer ETF June in Q2 2022 and has held it in 9 quarters since.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.