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Impact Partnership Wealth’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Impact Partnership Wealth’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
2023
Q3 		– Sell
-166
Closed -$5.57K – 1023
2023
Q2 		$5.57K Buy
+166
New +$5.37K ﹤0.01% 488

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Commonwealth Equity Services
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BBPWM
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AGA
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Cerity Partners
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CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Impact Partnership Wealth's BJUN Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Innovator US Equity Buffer ETF June (BJUN) in Q3 2023, closing a stake of 166 shares — an estimated $5.57K sold.

Impact Partnership Wealth first reported a position in BJUN in Q2 2023 and held it in 1 quarter. The position peaked at $5.57K in Q2 2023. 72 funds tracked by Wall St. Rank hold BJUN as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Innovator US Equity Buffer ETF June position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 166 Innovator US Equity Buffer ETF June shares in Q3 2023, an estimated $5.57K.
  • Impact Partnership Wealth first reported a position in Innovator US Equity Buffer ETF June in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Innovator US Equity Buffer ETF June position peaked at $5.57K in Q2 2023.
  • 72 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.