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FormulaFolio Investments’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

FormulaFolio Investments’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
-47,351
Closed -$1.18M – 316
2020
Q1 		$1.18M Buy
47,351
+6,201
+15% +$165K 0.06% 110
2019
Q4 		$1.12M Buy
+41,150
New +$1.11M 0.04% 160

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

FormulaFolio Investments's PJUN Position: Q2 2020 in Review

FormulaFolio Investments sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q2 2020, closing a stake of 47,351 shares — an estimated $1.18M sold.

FormulaFolio Investments first reported a position in PJUN in Q4 2019 and held it in 2 quarters. The position peaked at $1.18M in Q1 2020. 40 funds tracked by Wall St. Rank hold PJUN as of Q2 2020.

  • FormulaFolio Investments reported no remaining Innovator US Equity Power Buffer ETF June position as of Q2 2020 after selling out during the quarter.
  • FormulaFolio Investments sold 47,351 Innovator US Equity Power Buffer ETF June shares in Q2 2020, an estimated $1.18M.
  • FormulaFolio Investments first reported a position in Innovator US Equity Power Buffer ETF June in Q4 2019 and held it in 2 quarters.
  • FormulaFolio Investments's Innovator US Equity Power Buffer ETF June position peaked at $1.18M in Q1 2020.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2020.

Based on FormulaFolio Investments's 13F filing for Q2 2020, filed 18 Aug 2020.