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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
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 $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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Concurrent Investment Advisors's PJUN Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Innovator US Equity Power Buffer ETF June (PJUN) stake by 26% in Q1 2026, buying an estimated $97.5K and bringing the position to 11,170 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #1248.

Concurrent Investment Advisors first reported a position in PJUN in Q3 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold PJUN as of Q1 2026.

  • Concurrent Investment Advisors held 11,170 shares of Innovator US Equity Power Buffer ETF June worth $467K as of Q1 2026.
  • Concurrent Investment Advisors bought 2,318 Innovator US Equity Power Buffer ETF June shares in Q1 2026, an estimated $97.5K.
  • Innovator US Equity Power Buffer ETF June made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1248 holding.
  • Concurrent Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF June in Q3 2025 and has held it in 3 quarters since.
  • 163 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.