Independent Financial Group’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Independent Financial Group’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	$3.39M	Buy	78,415 +2,500	+3%	+$108K	0.06%	321
2026 Q1	$3.18M	Sell	75,915 -1,503	-2%	-$63.2K	0.07%	286
2025 Q4	$3.24M	Sell	77,418 -49	-0.1%	-$2.03K	0.07%	265
2025 Q3	$3.19M	Sell	77,467 -292	-0.4%	-$11.8K	0.08%	249
2025 Q2	$3.09M	Sell	77,759 -377	-0.5%	-$14.2K	0.09%	232
2025 Q1	$2.89M	Hold	78,136	–	–	0.1%	203
2024 Q4	$2.93M	Sell	78,136 -3,087	-4%	-$115K	0.1%	202
2024 Q3	$3M	Sell	81,223 -173	-0.2%	-$6.23K	0.11%	185
2024 Q2	$2.9M	Buy	81,396 +123	+0.2%	+$4.29K	0.12%	169
2024 Q1	$2.81M	Buy	81,273 +732	+0.9%	+$24.9K	0.13%	156
2023 Q4	$2.69M	Hold	80,541	–	–	0.14%	161
2023 Q3	$2.52M	Sell	80,541 -191	-0.2%	-$6.07K	0.16%	135
2023 Q2	$2.56M	Sell	80,732 -240	-0.3%	-$7.41K	0.18%	123
2023 Q1	$2.49M	Buy	80,972 +589	+0.7%	+$17.9K	0.2%	116
2022 Q4	$2.39M	Hold	80,383	–	–	0.21%	102
2022 Q3	$2.28M	Buy	+80,383	New	+$2.41M	0.21%	96

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

Independent Financial Group's PJUN Position: Q2 2026 in Review

Independent Financial Group increased its Innovator US Equity Power Buffer ETF June (PJUN) stake by 3.3% in Q2 2026, buying an estimated $108K and bringing the position to 78,415 shares worth $3.39M. The position accounts for 0.06% of the portfolio, ranked #321.

Independent Financial Group first reported a position in PJUN in Q3 2022 and has held it in 16 quarters since. 195 funds tracked by Wall St. Rank hold PJUN as of Q2 2026.

Independent Financial Group held 78,415 shares of Innovator US Equity Power Buffer ETF June worth $3.39M as of Q2 2026.
Independent Financial Group bought 2,500 Innovator US Equity Power Buffer ETF June shares in Q2 2026, an estimated $108K.
Innovator US Equity Power Buffer ETF June made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #321 holding.
Independent Financial Group first reported a position in Innovator US Equity Power Buffer ETF June in Q3 2022 and has held it in 16 quarters since.
195 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.