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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

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

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return