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Dixon Hughes Goodman Wealth Advisors’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$138K Hold
4,295
– – 0.04% 206
2021
Q4 		$138K Buy
+4,295
New +$137K 0.05% 180

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $213M AUM 10.14% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PJUN Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its Innovator US Equity Power Buffer ETF June (PJUN) position steady in Q1 2022 at 4,295 shares worth $138K. The position accounts for 0.04% of the portfolio, ranked #206.

Dixon Hughes Goodman Wealth Advisors first reported a position in PJUN in Q4 2021 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold PJUN as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 4,295 shares of Innovator US Equity Power Buffer ETF June worth $138K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its Innovator US Equity Power Buffer ETF June share count unchanged in Q1 2022.
  • Innovator US Equity Power Buffer ETF June made up 0.04% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #206 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF June in Q4 2021 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.