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Global Trust Asset Management’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Global Trust Asset Management’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
Q1 		– Sell
-60
Closed -$2.2K – 464
2023
Q4 		$2.14K Buy
+60
New +$2.04K ﹤0.01% 400

Other funds holding BJUN

PCM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Global Trust Asset Management's BJUN Position: Q1 2024 in Review

Global Trust Asset Management sold out of Innovator US Equity Buffer ETF June (BJUN) in Q1 2024, closing a stake of 60 shares — an estimated $2.2K sold.

Global Trust Asset Management first reported a position in BJUN in Q4 2023 and held it in 1 quarter. The position peaked at $2.14K in Q4 2023. 77 funds tracked by Wall St. Rank hold BJUN as of Q1 2024.

  • Global Trust Asset Management reported no remaining Innovator US Equity Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Global Trust Asset Management sold 60 Innovator US Equity Buffer ETF June shares in Q1 2024, an estimated $2.2K.
  • Global Trust Asset Management first reported a position in Innovator US Equity Buffer ETF June in Q4 2023 and held it in 1 quarter.
  • Global Trust Asset Management's Innovator US Equity Buffer ETF June position peaked at $2.14K in Q4 2023.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q1 2024.

Based on Global Trust Asset Management's 13F filing for Q1 2024, filed 12 Apr 2024.