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	–	1271
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 Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

BCM

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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Kingsview Wealth Management's PJUN Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q3 2025, closing a stake of 12,760 shares — an estimated $507K sold.

Kingsview Wealth Management first reported a position in PJUN in Q2 2023 and held it in 9 quarters. The position peaked at $1.08M in Q2 2024. 157 funds tracked by Wall St. Rank hold PJUN as of Q3 2025.

Kingsview Wealth Management reported no remaining Innovator US Equity Power Buffer ETF June position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 12,760 Innovator US Equity Power Buffer ETF June shares in Q3 2025, an estimated $507K.
Kingsview Wealth Management first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2023 and held it in 9 quarters.
Kingsview Wealth Management's Innovator US Equity Power Buffer ETF June position peaked at $1.08M in Q2 2024.
157 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.