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Cedar Brook Financial Partners’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Cedar Brook Financial Partners’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
2023
Q4 		– Sell
-17,375
Closed -$570K – 421
2023
Q3 		$570K Sell
17,375
-7,095
-29% -$239K 0.15% 149
2023
Q2 		$821K Buy
+24,470
New +$791K 0.2% 120

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Cedar Brook Financial Partners's BJUN Position: Q4 2023 in Review

Cedar Brook Financial Partners sold out of Innovator US Equity Buffer ETF June (BJUN) in Q4 2023, closing a stake of 17,375 shares — an estimated $570K sold.

Cedar Brook Financial Partners first reported a position in BJUN in Q2 2023 and held it in 2 quarters. The position peaked at $821K in Q2 2023. 71 funds tracked by Wall St. Rank hold BJUN as of Q4 2023.

  • Cedar Brook Financial Partners reported no remaining Innovator US Equity Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 17,375 Innovator US Equity Buffer ETF June shares in Q4 2023, an estimated $570K.
  • Cedar Brook Financial Partners first reported a position in Innovator US Equity Buffer ETF June in Q2 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Innovator US Equity Buffer ETF June position peaked at $821K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q4 2023.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2023, filed 12 Jan 2024.