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

Cedar Brook Financial Partners’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 Q4	–	Sell	-20,015	Closed	-$627K	–	429
2023 Q3	$627K	Sell	20,015 -3,565	-15%	-$113K	0.16%	140
2023 Q2	$747K	Buy	+23,580	New	+$728K	0.18%	128

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PCM

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Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return

BCM

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

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

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

Cedar Brook Financial Partners sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q4 2023, closing a stake of 20,015 shares — an estimated $627K sold.

Cedar Brook Financial Partners first reported a position in PJUN in Q2 2023 and held it in 2 quarters. The position peaked at $747K in Q2 2023. 148 funds tracked by Wall St. Rank hold PJUN as of Q4 2023.

Cedar Brook Financial Partners reported no remaining Innovator US Equity Power Buffer ETF June position as of Q4 2023 after selling out during the quarter.
Cedar Brook Financial Partners sold 20,015 Innovator US Equity Power Buffer ETF June shares in Q4 2023, an estimated $627K.
Cedar Brook Financial Partners first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2023 and held it in 2 quarters.
Cedar Brook Financial Partners's Innovator US Equity Power Buffer ETF June position peaked at $747K in Q2 2023.
148 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q4 2023.

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