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 Q3	$2.04M	Sell	46,461 -2,740	-6%	-$120K	0.03%	160
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

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

Forvis Mazars Wealth Advisors's PJUN Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its Innovator US Equity Power Buffer ETF June (PJUN) stake by 5.6% in Q3 2026, selling an estimated $120K and leaving 46,461 shares worth $2.04M. The position accounts for 0.03% of the portfolio, ranked #160.

Forvis Mazars Wealth Advisors first reported a position in PJUN in Q2 2022 and has held it in 18 quarters since. The position peaked at $3.95M in Q2 2024. 23 funds tracked by Wall St. Rank hold PJUN as of Q3 2026.

Forvis Mazars Wealth Advisors held 46,461 shares of Innovator US Equity Power Buffer ETF June worth $2.04M as of Q3 2026.
Forvis Mazars Wealth Advisors sold 2,740 Innovator US Equity Power Buffer ETF June shares in Q3 2026, an estimated $120K.
Innovator US Equity Power Buffer ETF June made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #160 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 18 quarters since.
Forvis Mazars Wealth Advisors's Innovator US Equity Power Buffer ETF June position peaked at $3.95M in Q2 2024.
23 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.