IFAM
PJUN icon

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

Institutional & Family Asset Management’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
2021
Q4 		– Sell
-1,432
Closed -$44K – 895
2021
Q3 		$44K Buy
1,432
+234
+20% +$7.34K 0.01% 349
2021
Q2 		$37K Buy
+1,198
New +$36.9K 0.01% 386

Other funds holding PJUN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Institutional & Family Asset Management sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q4 2021, closing a stake of 1,432 shares — an estimated $44K sold.

Institutional & Family Asset Management first reported a position in PJUN in Q2 2021 and held it in 2 quarters. The position peaked at $44K in Q3 2021. 74 funds tracked by Wall St. Rank hold PJUN as of Q4 2021.

  • Institutional & Family Asset Management reported no remaining Innovator US Equity Power Buffer ETF June position as of Q4 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 1,432 Innovator US Equity Power Buffer ETF June shares in Q4 2021, an estimated $44K.
  • Institutional & Family Asset Management first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2021 and held it in 2 quarters.
  • Institutional & Family Asset Management's Innovator US Equity Power Buffer ETF June position peaked at $44K in Q3 2021.
  • 74 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q4 2021.

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