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Chapman Financial Group’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Chapman Financial Group’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
2025
Q4 		– Sell
-200
Closed -$9.15K – 257
2025
Q3 		$9.15K Sell
200
-250
-56% -$11.2K 0.01% 223
2025
Q2 		$19.7K Buy
+450
New +$18.6K 0.02% 165
2024
Q4 		$35.3K Buy
+850
New +$35.2K 0.03% 156

Other funds holding BJUN

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Chapman Financial Group's BJUN Position: Q4 2025 in Review

Chapman Financial Group sold out of Innovator US Equity Buffer ETF June (BJUN) in Q4 2025, closing a stake of 200 shares — an estimated $9.15K sold.

Chapman Financial Group first reported a position in BJUN in Q4 2024 and held it in 3 quarters. The position peaked at $35.3K in Q4 2024. 86 funds tracked by Wall St. Rank hold BJUN as of Q4 2025.

  • Chapman Financial Group reported no remaining Innovator US Equity Buffer ETF June position as of Q4 2025 after selling out during the quarter.
  • Chapman Financial Group sold 200 Innovator US Equity Buffer ETF June shares in Q4 2025, an estimated $9.15K.
  • Chapman Financial Group first reported a position in Innovator US Equity Buffer ETF June in Q4 2024 and held it in 3 quarters.
  • Chapman Financial Group's Innovator US Equity Buffer ETF June position peaked at $35.3K in Q4 2024.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q4 2025.

Based on Chapman Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.