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Gradient Investments’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Gradient Investments’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
Q3 		– Sell
-41
Closed -$1.61K – 400
2024
Q2 		$1.61K Sell
41
-219
-84% -$8.33K ﹤0.01% 1015
2024
Q1 		$9.78K Sell
260
-655
-72% -$24K ﹤0.01% 642
2023
Q4 		$32.7K Sell
915
-621
-40% -$21.1K ﹤0.01% 621
2023
Q3 		$50.4K Sell
1,536
-1,463,875
-100% -$49.2M ﹤0.01% 505
2023
Q2 		$49.2M Buy
+1,465,411
New +$47.4M 1.27% 17

Other funds holding BJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 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

Gradient Investments's BJUN Position: Q3 2024 in Review

Gradient Investments sold out of Innovator US Equity Buffer ETF June (BJUN) in Q3 2024, closing a stake of 41 shares — an estimated $1.61K sold.

Gradient Investments first reported a position in BJUN in Q2 2023 and held it in 5 quarters. The position peaked at $49.2M in Q2 2023. 77 funds tracked by Wall St. Rank hold BJUN as of Q3 2024.

  • Gradient Investments reported no remaining Innovator US Equity Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 41 Innovator US Equity Buffer ETF June shares in Q3 2024, an estimated $1.61K.
  • Gradient Investments first reported a position in Innovator US Equity Buffer ETF June in Q2 2023 and held it in 5 quarters.
  • Gradient Investments's Innovator US Equity Buffer ETF June position peaked at $49.2M in Q2 2023.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.