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DWM Financial Group’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

DWM Financial Group’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
2020
Q2 		– Sell
-12,397
Closed -$309K – 34
2020
Q1 		$309K Buy
+12,397
New +$329K 0.68% 21

Other funds holding PJUN

WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

DWM Financial Group's PJUN Position: Q2 2020 in Review

DWM Financial Group sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q2 2020, closing a stake of 12,397 shares — an estimated $309K sold.

DWM Financial Group first reported a position in PJUN in Q1 2020 and held it in 1 quarter. The position peaked at $309K in Q1 2020. 40 funds tracked by Wall St. Rank hold PJUN as of Q2 2020.

  • DWM Financial Group reported no remaining Innovator US Equity Power Buffer ETF June position as of Q2 2020 after selling out during the quarter.
  • DWM Financial Group sold 12,397 Innovator US Equity Power Buffer ETF June shares in Q2 2020, an estimated $309K.
  • DWM Financial Group first reported a position in Innovator US Equity Power Buffer ETF June in Q1 2020 and held it in 1 quarter.
  • DWM Financial Group's Innovator US Equity Power Buffer ETF June position peaked at $309K in Q1 2020.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2020.

Based on DWM Financial Group's 13F filing for Q2 2020, filed 19 Aug 2020.