Cardinal Point Capital Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Cardinal Point Capital 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	$552K	Hold	12,770	–	–	0.03%	178
2026 Q1	$534K	Hold	12,770	–	–	0.03%	174
2025 Q4	$535K	Hold	12,770	–	–	0.04%	154
2025 Q3	$524K	Sell	12,770 -3,460	-21%	-$140K	0.04%	150
2025 Q2	$645K	Hold	16,230	–	–	0.05%	124
2025 Q1	$601K	Sell	16,230 -19,010	-54%	-$717K	0.06%	105
2024 Q4	$1.32M	Hold	35,240	–	–	0.21%	31
2024 Q3	$1.3M	Hold	35,240	–	–	0.22%	30
2024 Q2	$1.26M	Hold	35,240	–	–	0.22%	28
2024 Q1	$1.22M	Hold	35,240	–	–	0.23%	26
2023 Q4	$1.18M	Sell	35,240 -1,040	-3%	-$33.4K	0.28%	23
2023 Q3	$1.14M	Sell	36,280 -1,710	-5%	-$54.3K	0.3%	23
2023 Q2	$1.2M	Buy	+37,990	New	+$1.17M	0.36%	23

Other funds holding PJUN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cardinal Point Capital Management's PJUN Position: Q2 2026 in Review

Cardinal Point Capital Management held its Innovator US Equity Power Buffer ETF June (PJUN) position steady in Q2 2026 at 12,770 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #178.

Cardinal Point Capital Management first reported a position in PJUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.32M in Q4 2024. 195 funds tracked by Wall St. Rank hold PJUN as of Q2 2026.

Cardinal Point Capital Management held 12,770 shares of Innovator US Equity Power Buffer ETF June worth $552K as of Q2 2026.
Cardinal Point Capital Management left its Innovator US Equity Power Buffer ETF June share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF June made up 0.03% of Cardinal Point Capital Management's portfolio in Q2 2026, its #178 holding.
Cardinal Point Capital Management first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2023 and has held it in 13 quarters since.
Cardinal Point Capital Management's Innovator US Equity Power Buffer ETF June position peaked at $1.32M in Q4 2024.
195 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.