CWM
KJUN

Collaborative Wealth Management’s Innovator U.S. Small Cap Power Buffer ETF - June KJUN Stock Holding History

Collaborative Wealth Management’s Portfolio KJUN Stock Details KJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$346K Buy
+11,590
New +$338K 0.15% 110

Other funds holding KJUN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Collaborative Wealth Management's KJUN Position: Q2 2026 in Review

Collaborative Wealth Management opened a new position in Innovator U.S. Small Cap Power Buffer ETF - June (KJUN) in Q2 2026: 11,590 shares worth $346K. The stake represents 0.15% of the portfolio and ranks #110 among its holdings.

21 funds tracked by Wall St. Rank hold KJUN as of Q2 2026.

  • Collaborative Wealth Management held 11,590 shares of Innovator U.S. Small Cap Power Buffer ETF - June worth $346K as of Q2 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - June was a new Collaborative Wealth Management position in Q2 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - June made up 0.15% of Collaborative Wealth Management's portfolio in Q2 2026, its #110 holding.
  • 21 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - June as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.