Elmwood Wealth Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Elmwood Wealth Management’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	–	Sell	-6,950	Closed	-$291K	–	185
2025 Q4	$291K	Hold	6,950	–	–	0.09%	145
2025 Q3	$286K	Hold	6,950	–	–	0.1%	125
2025 Q2	$276K	Sell	6,950 -1,000	-13%	-$37.7K	0.11%	116
2025 Q1	$294K	Sell	7,950 -1,350	-15%	-$50.9K	0.12%	113
2024 Q4	$349K	Hold	9,300	–	–	0.14%	109
2024 Q3	$343K	Buy	9,300 +1,000	+12%	+$36K	0.14%	109
2024 Q2	$296K	Sell	8,300 -3,150	-28%	-$110K	0.13%	107
2024 Q1	$395K	Buy	11,450 +1,650	+17%	+$56.1K	0.17%	99
2023 Q4	$327K	Sell	9,800 -1,650	-14%	-$53K	0.23%	90
2023 Q3	$359K	Sell	11,450 -3,000	-21%	-$95.3K	0.17%	99
2023 Q2	$458K	Buy	14,450 +3,950	+38%	+$122K	0.21%	93
2023 Q1	$323K	Buy	10,500 +1,500	+17%	+$45.6K	0.15%	102
2022 Q4	$268K	Hold	9,000	–	–	0.13%	111
2022 Q3	$255K	Buy	+9,000	New	+$270K	0.13%	105
2022 Q1	–	Sell	-3,300	Closed	-$106K	–	258
2021 Q4	$106K	Buy	+3,300	New	+$105K	0.05%	147
2021 Q2	$102K	Buy	3,300 +2,650	+408%	+$81.5K	0.05%	139
2021 Q1	$20K	Buy	+650	New	+$19.7K	0.01%	218
2020 Q3	$18K	Hold	650	–	–	0.01%	165
2020 Q2	$18K	Buy	+650	New	+$17.5K	0.01%	165

Other funds holding PJUN

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Elmwood Wealth Management's PJUN Position: Q1 2026 in Review

Elmwood Wealth Management sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q1 2026, closing a stake of 6,950 shares — an estimated $291K sold.

Elmwood Wealth Management first reported a position in PJUN in Q2 2020 and held it in 19 quarters. The position peaked at $458K in Q2 2023. 163 funds tracked by Wall St. Rank hold PJUN as of Q1 2026.

Elmwood Wealth Management reported no remaining Innovator US Equity Power Buffer ETF June position as of Q1 2026 after selling out during the quarter.
Elmwood Wealth Management sold 6,950 Innovator US Equity Power Buffer ETF June shares in Q1 2026, an estimated $291K.
Elmwood Wealth Management first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2020 and held it in 19 quarters.
Elmwood Wealth Management's Innovator US Equity Power Buffer ETF June position peaked at $458K in Q2 2023.
163 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2026.

Based on Elmwood Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.