Institutional & Family Asset Management’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Institutional & Family 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
2021 Q4	–	Sell	-340	Closed	-$11K	–	810
2021 Q3	$11K	Buy	+340	New	+$11.3K	﹤0.01%	531

Other funds holding BJUN

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BCM

Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Institutional & Family Asset Management's BJUN Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Innovator US Equity Buffer ETF June (BJUN) in Q4 2021, closing a stake of 340 shares — an estimated $11K sold.

Institutional & Family Asset Management first reported a position in BJUN in Q3 2021 and held it in 1 quarter. The position peaked at $11K in Q3 2021. 46 funds tracked by Wall St. Rank hold BJUN as of Q4 2021.

Institutional & Family Asset Management reported no remaining Innovator US Equity Buffer ETF June position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 340 Innovator US Equity Buffer ETF June shares in Q4 2021, an estimated $11K.
Institutional & Family Asset Management first reported a position in Innovator US Equity Buffer ETF June in Q3 2021 and held it in 1 quarter.
Institutional & Family Asset Management's Innovator US Equity Buffer ETF June position peaked at $11K in Q3 2021.
46 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.