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 Q3	$3.48M	Buy	79,193 +778	+1%	+$34K	0.06%	307
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

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

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

CRWM

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

Independent Financial Group's PJUN Position: Q3 2026 in Review

Independent Financial Group increased its Innovator US Equity Power Buffer ETF June (PJUN) stake by 0.99% in Q3 2026, buying an estimated $34K and bringing the position to 79,193 shares worth $3.48M. The position accounts for 0.06% of the portfolio, ranked #307.

Independent Financial Group first reported a position in PJUN in Q3 2022 and has held it in 17 quarters since. 23 funds tracked by Wall St. Rank hold PJUN as of Q3 2026.

Independent Financial Group held 79,193 shares of Innovator US Equity Power Buffer ETF June worth $3.48M as of Q3 2026.
Independent Financial Group bought 778 Innovator US Equity Power Buffer ETF June shares in Q3 2026, an estimated $34K.
Innovator US Equity Power Buffer ETF June made up 0.06% of Independent Financial Group's portfolio in Q3 2026, its #307 holding.
Independent Financial Group first reported a position in Innovator US Equity Power Buffer ETF June in Q3 2022 and has held it in 17 quarters since.
23 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.