JWM
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Jessup Wealth Management’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Jessup Wealth 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
2026
Q1 		– Sell
-24
Closed -$1.13K – 111
2025
Q4 		$1.13K Buy
+24
New +$1.11K ﹤0.01% 341

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Jessup Wealth Management's BJUN Position: Q1 2026 in Review

Jessup Wealth Management sold out of Innovator US Equity Buffer ETF June (BJUN) in Q1 2026, closing a stake of 24 shares — an estimated $1.13K sold.

Jessup Wealth Management first reported a position in BJUN in Q4 2025 and held it in 1 quarter. The position peaked at $1.13K in Q4 2025. 80 funds tracked by Wall St. Rank hold BJUN as of Q1 2026.

  • Jessup Wealth Management reported no remaining Innovator US Equity Buffer ETF June position as of Q1 2026 after selling out during the quarter.
  • Jessup Wealth Management sold 24 Innovator US Equity Buffer ETF June shares in Q1 2026, an estimated $1.13K.
  • Jessup Wealth Management first reported a position in Innovator US Equity Buffer ETF June in Q4 2025 and held it in 1 quarter.
  • Jessup Wealth Management's Innovator US Equity Buffer ETF June position peaked at $1.13K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q1 2026.

Based on Jessup Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.