Fidelity Investments
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Fidelity Investments’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Fidelity Investments’s Portfolio BJUN Stock Details BJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3
Closed -$98 – 5442
2023
Q3 		$98 Buy
+3
New +$101 ﹤0.01% 4859

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Fidelity Investments's BJUN Position: Q4 2023 in Review

Fidelity Investments sold out of Innovator US Equity Buffer ETF June (BJUN) in Q4 2023, closing a stake of 3 shares — an estimated $98 sold.

Fidelity Investments first reported a position in BJUN in Q3 2023 and held it in 1 quarter. The position peaked at $98 in Q3 2023. 71 funds tracked by Wall St. Rank hold BJUN as of Q4 2023.

  • Fidelity Investments reported no remaining Innovator US Equity Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Fidelity Investments sold 3 Innovator US Equity Buffer ETF June shares in Q4 2023, an estimated $98.
  • Fidelity Investments first reported a position in Innovator US Equity Buffer ETF June in Q3 2023 and held it in 1 quarter.
  • Fidelity Investments's Innovator US Equity Buffer ETF June position peaked at $98 in Q3 2023.
  • 71 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.