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BMS Financial Advisors’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

BMS Financial Advisors’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
2023
Q2 		$380K Hold
12,000
– – 0.25% 74
2023
Q1 		$369K Buy
+12,000
New +$365K 0.26% 88

Other funds holding PJUN

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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
VFPI
Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

BMS Financial Advisors's PJUN Position: Q2 2023 in Review

BMS Financial Advisors held its Innovator US Equity Power Buffer ETF June (PJUN) position steady in Q2 2023 at 12,000 shares worth $380K. The position accounts for 0.25% of the portfolio, ranked #74.

BMS Financial Advisors first reported a position in PJUN in Q1 2023 and has held it in 2 quarters since. 153 funds tracked by Wall St. Rank hold PJUN as of Q2 2023.

  • BMS Financial Advisors held 12,000 shares of Innovator US Equity Power Buffer ETF June worth $380K as of Q2 2023.
  • BMS Financial Advisors left its Innovator US Equity Power Buffer ETF June share count unchanged in Q2 2023.
  • Innovator US Equity Power Buffer ETF June made up 0.25% of BMS Financial Advisors's portfolio in Q2 2023, its #74 holding.
  • BMS Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF June in Q1 2023 and has held it in 2 quarters since.
  • 153 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.