KWM
PJUN icon

Kingsview Wealth Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Kingsview 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
2025
Q3 		– Sell
-12,760
Closed -$507K – 1273
2025
Q2 		$507K Sell
12,760
-199
-2% -$7.51K 0.01% 767
2025
Q1 		$480K Sell
12,959
-6,389
-33% -$241K 0.01% 734
2024
Q4 		$726K Sell
19,348
-7,945
-29% -$297K 0.01% 636
2024
Q3 		$1.01M Sell
27,293
-2,944
-10% -$106K 0.02% 527
2024
Q2 		$1.08M Buy
30,237
+20,481
+210% +$715K 0.03% 495
2024
Q1 		$337K Sell
9,756
-50
-0.5% -$1.7K 0.01% 780
2023
Q4 		$327K Sell
9,806
-1,352
-12% -$43.5K 0.01% 736
2023
Q3 		$349K Buy
11,158
+2,135
+24% +$67.8K 0.01% 712
2023
Q2 		$286K Buy
+9,023
New +$279K 0.01% 756

Other funds holding PJUN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 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
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return