Forvis Mazars Wealth Advisors’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Forvis Mazars Wealth Advisors’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 Q2	$2.13M	Sell	49,201 -772	-2%	-$33.2K	0.04%	151
2026 Q1	$2.09M	Sell	49,973 -871	-2%	-$36.6K	0.04%	152
2025 Q4	$2.13M	Sell	50,844 -3,084	-6%	-$128K	0.04%	152
2025 Q3	$2.22M	Sell	53,928 -2,901	-5%	-$117K	0.04%	147
2025 Q2	$2.26M	Sell	56,829 -11,259	-17%	-$425K	0.05%	147
2025 Q1	$2.52M	Sell	68,088 -21,562	-24%	-$813K	0.06%	132
2024 Q4	$3.36M	Sell	89,650 -9,968	-10%	-$372K	0.08%	120
2024 Q3	$3.67M	Sell	99,618 -11,202	-10%	-$404K	0.08%	117
2024 Q2	$3.95M	Sell	110,820 -1,454	-1%	-$50.7K	0.1%	106
2024 Q1	$3.88M	Sell	112,274 -900	-0.8%	-$30.6K	0.1%	107
2023 Q4	$3.78M	Sell	113,174 -7,154	-6%	-$230K	0.11%	102
2023 Q3	$3.77M	Sell	120,328 -1,610	-1%	-$51.2K	0.11%	102
2023 Q2	$3.86M	Buy	121,938 +26,145	+27%	+$808K	0.11%	114
2023 Q1	$2.95M	Sell	95,793 -4,190	-4%	-$127K	0.1%	119
2022 Q4	$2.97M	Sell	99,983 -5,334	-5%	-$158K	0.1%	111
2022 Q3	$2.99M	Sell	105,317 -1,079	-1%	-$32.3K	0.12%	104
2022 Q2	$3.09M	Buy	+106,396	New	+$3.26M	0.13%	94

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

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

Forvis Mazars Wealth Advisors's PJUN Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator US Equity Power Buffer ETF June (PJUN) stake by 1.5% in Q2 2026, selling an estimated $33.2K and leaving 49,201 shares worth $2.13M. The position accounts for 0.04% of the portfolio, ranked #151.

Forvis Mazars Wealth Advisors first reported a position in PJUN in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.95M in Q2 2024. 195 funds tracked by Wall St. Rank hold PJUN as of Q2 2026.

Forvis Mazars Wealth Advisors held 49,201 shares of Innovator US Equity Power Buffer ETF June worth $2.13M as of Q2 2026.
Forvis Mazars Wealth Advisors sold 772 Innovator US Equity Power Buffer ETF June shares in Q2 2026, an estimated $33.2K.
Innovator US Equity Power Buffer ETF June made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Forvis Mazars Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2022 and has held it in 17 quarters since.
Forvis Mazars Wealth Advisors's Innovator US Equity Power Buffer ETF June position peaked at $3.95M in Q2 2024.
195 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.