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

Berkshire Money 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	$2.51M	Sell	58,061 -52,136	-47%	-$2.24M	0.23%	32
2026 Q1	$4.61M	Sell	110,197 -526,971	-83%	-$22.2M	0.47%	29
2025 Q4	$26.7M	Buy	637,168 +1,447	+0.2%	+$59.9K	2.55%	11
2025 Q3	$26.2M	Buy	635,721 +12,145	+2%	+$491K	2.69%	11
2025 Q2	$24.8M	Buy	623,576 +602,453	+2,852%	+$22.7M	2.61%	12
2025 Q1	$782K	Hold	21,123	–	–	0.09%	40
2024 Q4	$793K	Sell	21,123 -9,248	-30%	-$345K	0.09%	38
2024 Q3	$1.12M	Hold	30,371	–	–	0.13%	29
2024 Q2	$1.08M	Sell	30,371 -725	-2%	-$25.3K	0.13%	28
2024 Q1	$1.07M	Hold	31,096	–	–	0.13%	32
2023 Q4	$1.04M	Hold	31,096	–	–	0.14%	30
2023 Q3	$974K	Hold	31,096	–	–	0.15%	31
2023 Q2	$985K	Hold	31,096	–	–	0.14%	36
2023 Q1	$957K	Sell	31,096 -1,167	-4%	-$35.5K	0.15%	38
2022 Q4	$959K	Hold	32,263	–	–	0.15%	36
2022 Q3	$915K	Hold	32,263	–	–	0.16%	37
2022 Q2	$938K	Hold	32,263	–	–	0.16%	39
2022 Q1	$1.04M	Hold	32,263	–	–	0.15%	22
2021 Q4	$1.04M	Hold	32,263	–	–	0.15%	21
2021 Q3	$1M	Hold	32,263	–	–	0.16%	22
2021 Q2	$1M	Hold	32,263	–	–	0.16%	23
2021 Q1	$989K	Sell	32,263 -17,614	-35%	-$534K	0.17%	24
2020 Q4	$1.5M	Hold	49,877	–	–	0.28%	23
2020 Q3	$1.45M	Sell	49,877 -33,798	-40%	-$974K	0.3%	19
2020 Q2	$2.35M	Sell	83,675 -1,979,632	-96%	-$53.3M	0.52%	20
2020 Q1	$51.4M	Buy	+2,063,307	New	+$54.8M	12.64%	1

Other funds holding PJUN

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

BCM

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LWA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

Berkshire Money Management's PJUN Position: Q2 2026 in Review

Berkshire Money Management reduced its Innovator US Equity Power Buffer ETF June (PJUN) stake by 47% in Q2 2026, selling an estimated $2.24M and leaving 58,061 shares worth $2.51M. The position accounts for 0.23% of the portfolio, ranked #32.

Berkshire Money Management first reported a position in PJUN in Q1 2020 and has held it in 26 quarters since. The position peaked at $51.4M in Q1 2020. 117 funds tracked by Wall St. Rank hold PJUN as of Q2 2026.

Berkshire Money Management held 58,061 shares of Innovator US Equity Power Buffer ETF June worth $2.51M as of Q2 2026.
Berkshire Money Management sold 52,136 Innovator US Equity Power Buffer ETF June shares in Q2 2026, an estimated $2.24M.
Innovator US Equity Power Buffer ETF June made up 0.23% of Berkshire Money Management's portfolio in Q2 2026, its #32 holding.
Berkshire Money Management first reported a position in Innovator US Equity Power Buffer ETF June in Q1 2020 and has held it in 26 quarters since.
Berkshire Money Management's Innovator US Equity Power Buffer ETF June position peaked at $51.4M in Q1 2020.
117 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2026.

Based on Berkshire Money Management's 13F filing for Q2 2026, filed 23 Jul 2026.