Keeler & Nadler Financial Planning & Wealth Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Keeler & Nadler Financial Planning & Wealth 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
2022 Q4	$220K	Buy	+7,396	New	+$219K	0.2%	44
2021 Q4	$238K	Buy	+7,396	New	+$235K	0.22%	44

Other funds holding PJUN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

HCM

Hudson Capital Management Ramsey, New Jersey $414M AUM 20.94% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Keeler & Nadler Financial Planning & Wealth Management's PJUN Position: Q4 2022 in Review

Keeler & Nadler Financial Planning & Wealth Management opened a new position in Innovator US Equity Power Buffer ETF June (PJUN) in Q4 2022: 7,396 shares worth $220K. The stake represents 0.2% of the portfolio and ranks #44 among its holdings. This is a return to the name: Keeler & Nadler Financial Planning & Wealth Management previously reported a position in PJUN as recently as Q4 2021.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in PJUN in Q4 2021 and has held it in 2 quarters since. The position peaked at $238K in Q4 2021. 118 funds tracked by Wall St. Rank hold PJUN as of Q4 2022.

Keeler & Nadler Financial Planning & Wealth Management held 7,396 shares of Innovator US Equity Power Buffer ETF June worth $220K as of Q4 2022.
Innovator US Equity Power Buffer ETF June was a new Keeler & Nadler Financial Planning & Wealth Management position in Q4 2022.
Innovator US Equity Power Buffer ETF June made up 0.2% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q4 2022, its #44 holding.
Keeler & Nadler Financial Planning & Wealth Management first reported a position in Innovator US Equity Power Buffer ETF June in Q4 2021 and has held it in 2 quarters since.
Keeler & Nadler Financial Planning & Wealth Management's Innovator US Equity Power Buffer ETF June position peaked at $238K in Q4 2021.
118 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q4 2022.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q4 2022, filed 3 Oct 2024.