Berkshire Money Management’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Berkshire Money 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
2026 Q1	–	Sell	-6,329	Closed	-$296K	–	60
2025 Q4	$296K	Buy	+6,329	New	+$292K	0.03%	98
2025 Q3	–	Sell	-6,329	Closed	-$277K	–	55
2025 Q2	$277K	Hold	6,329	–	–	0.03%	84
2025 Q1	$256K	Hold	6,329	–	–	0.03%	83
2024 Q4	$263K	Buy	+6,329	New	+$262K	0.03%	80
2024 Q2	–	Sell	-6,669	Closed	-$251K	–	42
2024 Q1	$251K	Buy	+6,669	New	+$245K	0.03%	74
2023 Q4	–	Sell	-42,986	Closed	-$1.41M	–	41
2023 Q3	$1.41M	Sell	42,986 -741	-2%	-$24.9K	0.21%	28
2023 Q2	$1.47M	Sell	43,727 -226	-0.5%	-$7.3K	0.21%	32
2023 Q1	$1.41M	Sell	43,953 -1,974	-4%	-$62.2K	0.21%	36
2022 Q4	$1.4M	Sell	45,927 -666	-1%	-$20.3K	0.22%	32
2022 Q3	$1.34M	Buy	46,593 +6,169	+15%	+$192K	0.23%	32
2022 Q2	$1.21M	Buy	+40,424	New	+$1.29M	0.2%	35
2021 Q4	–	Sell	-427,451	Closed	-$14M	–	29
2021 Q3	$14M	Buy	427,451 +24,640	+6%	+$816K	2.22%	11
2021 Q2	$13.1M	Buy	+402,811	New	+$13M	2.11%	11
2021 Q1	–	Sell	-14,711	Closed	-$459K	–	29
2020 Q4	$459K	Sell	14,711 -488	-3%	-$14.8K	0.08%	30
2020 Q3	$448K	Sell	15,199 -788,925	-98%	-$23M	0.09%	26
2020 Q2	$22.6M	Buy	+804,124	New	+$21.6M	4.98%	7

Other funds holding BJUN

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Berkshire Money Management's BJUN Position: Q1 2026 in Review

Berkshire Money Management sold out of Innovator US Equity Buffer ETF June (BJUN) in Q1 2026, closing a stake of 6,329 shares — an estimated $296K sold.

Berkshire Money Management first reported a position in BJUN in Q2 2020 and held it in 16 quarters. The position peaked at $22.6M in Q2 2020. 80 funds tracked by Wall St. Rank hold BJUN as of Q1 2026.

Berkshire Money Management reported no remaining Innovator US Equity Buffer ETF June position as of Q1 2026 after selling out during the quarter.
Berkshire Money Management sold 6,329 Innovator US Equity Buffer ETF June shares in Q1 2026, an estimated $296K.
Berkshire Money Management first reported a position in Innovator US Equity Buffer ETF June in Q2 2020 and held it in 16 quarters.
Berkshire Money Management's Innovator US Equity Buffer ETF June position peaked at $22.6M in Q2 2020.
80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.