Focus Partners Wealth
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Focus Partners Wealth’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Focus Partners Wealth’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
2024
Q4 		– Sell
-5,228
Closed -$213K – 1908
2024
Q3 		$213K Hold
5,228
– – ﹤0.01% 1441
2024
Q2 		$204K Buy
+5,228
New +$199K ﹤0.01% 1157

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Commonwealth Equity Services
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SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BBPWM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
W
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Focus Partners Wealth's BJUN Position: Q4 2024 in Review

Focus Partners Wealth sold out of Innovator US Equity Buffer ETF June (BJUN) in Q4 2024, closing a stake of 5,228 shares — an estimated $213K sold.

Focus Partners Wealth first reported a position in BJUN in Q2 2024 and held it in 2 quarters. The position peaked at $213K in Q3 2024. 79 funds tracked by Wall St. Rank hold BJUN as of Q4 2024.

  • Focus Partners Wealth reported no remaining Innovator US Equity Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 5,228 Innovator US Equity Buffer ETF June shares in Q4 2024, an estimated $213K.
  • Focus Partners Wealth first reported a position in Innovator US Equity Buffer ETF June in Q2 2024 and held it in 2 quarters.
  • Focus Partners Wealth's Innovator US Equity Buffer ETF June position peaked at $213K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.