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Concurrent Investment Advisors’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Concurrent Investment Advisors’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
2026
Q2 		$1.29M Buy
29,844
+18,674
+167% +$803K 0.01% 892
2026
Q1 		$467K Buy
11,170
+2,318
+26% +$97.5K 0.01% 1248
2025
Q4 		$371K Buy
8,852
+300
+4% +$12.4K ﹤0.01% 1286
2025
Q3 		$352K Buy
+8,552
New +$346K 0.01% 1078

Other funds holding PJUN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Concurrent Investment Advisors's PJUN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Innovator US Equity Power Buffer ETF June (PJUN) stake by 167% in Q2 2026, buying an estimated $803K and bringing the position to 29,844 shares worth $1.29M. The position accounts for 0.01% of the portfolio, ranked #892.

Concurrent Investment Advisors first reported a position in PJUN in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold PJUN as of Q2 2026.

  • Concurrent Investment Advisors held 29,844 shares of Innovator US Equity Power Buffer ETF June worth $1.29M as of Q2 2026.
  • Concurrent Investment Advisors bought 18,674 Innovator US Equity Power Buffer ETF June shares in Q2 2026, an estimated $803K.
  • Innovator US Equity Power Buffer ETF June made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #892 holding.
  • Concurrent Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF June in Q3 2025 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.