Certified Advisory Corp’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Certified Advisory Corp’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
2024 Q1	–	Sell	-48,823	Closed	-$1.63M	–	277
2023 Q4	$1.63M	Hold	48,823	–	–	0.25%	104
2023 Q3	$1.53M	Sell	48,823 -3,546	-7%	-$113K	0.28%	96
2023 Q2	$1.66M	Buy	+52,369	New	+$1.62M	0.31%	88

Other funds holding PJUN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

WCM

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

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

SWPG

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AGA

Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return

Certified Advisory Corp's PJUN Position: Q1 2024 in Review

Certified Advisory Corp sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q1 2024, closing a stake of 48,823 shares — an estimated $1.63M sold.

Certified Advisory Corp first reported a position in PJUN in Q2 2023 and held it in 3 quarters. The position peaked at $1.66M in Q2 2023. 147 funds tracked by Wall St. Rank hold PJUN as of Q1 2024.

Certified Advisory Corp reported no remaining Innovator US Equity Power Buffer ETF June position as of Q1 2024 after selling out during the quarter.
Certified Advisory Corp sold 48,823 Innovator US Equity Power Buffer ETF June shares in Q1 2024, an estimated $1.63M.
Certified Advisory Corp first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2023 and held it in 3 quarters.
Certified Advisory Corp's Innovator US Equity Power Buffer ETF June position peaked at $1.66M in Q2 2023.
147 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2024.

Based on Certified Advisory Corp's 13F filing for Q1 2024, filed 10 May 2024.