First Heartland Consultants’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

First Heartland Consultants’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
2025 Q4	–	Sell	-48,909	Closed	-$2.01M	–	557
2025 Q3	$2.01M	Buy	48,909 +23,261	+91%	+$941K	0.16%	114
2025 Q2	$1.02M	Buy	+25,648	New	+$968K	0.09%	165

Other funds holding PJUN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

First Heartland Consultants's PJUN Position: Q4 2025 in Review

First Heartland Consultants sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q4 2025, closing a stake of 48,909 shares — an estimated $2.01M sold.

First Heartland Consultants first reported a position in PJUN in Q2 2025 and held it in 2 quarters. The position peaked at $2.01M in Q3 2025. 168 funds tracked by Wall St. Rank hold PJUN as of Q4 2025.

First Heartland Consultants reported no remaining Innovator US Equity Power Buffer ETF June position as of Q4 2025 after selling out during the quarter.
First Heartland Consultants sold 48,909 Innovator US Equity Power Buffer ETF June shares in Q4 2025, an estimated $2.01M.
First Heartland Consultants first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2025 and held it in 2 quarters.
First Heartland Consultants's Innovator US Equity Power Buffer ETF June position peaked at $2.01M in Q3 2025.
168 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q4 2025.

Based on First Heartland Consultants's 13F filing for Q4 2025, filed 9 Jan 2026.