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Krilogy Financial’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Krilogy Financial’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
2022
Q4 		– Sell
-17,830
Closed -$515K – 386
2022
Q3 		$515K Buy
+17,830
New +$554K 0.06% 201

Other funds holding BJUN

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PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Krilogy Financial's BJUN Position: Q4 2022 in Review

Krilogy Financial sold out of Innovator US Equity Buffer ETF June (BJUN) in Q4 2022, closing a stake of 17,830 shares — an estimated $515K sold.

Krilogy Financial first reported a position in BJUN in Q3 2022 and held it in 1 quarter. The position peaked at $515K in Q3 2022. 55 funds tracked by Wall St. Rank hold BJUN as of Q4 2022.

  • Krilogy Financial reported no remaining Innovator US Equity Buffer ETF June position as of Q4 2022 after selling out during the quarter.
  • Krilogy Financial sold 17,830 Innovator US Equity Buffer ETF June shares in Q4 2022, an estimated $515K.
  • Krilogy Financial first reported a position in Innovator US Equity Buffer ETF June in Q3 2022 and held it in 1 quarter.
  • Krilogy Financial's Innovator US Equity Buffer ETF June position peaked at $515K in Q3 2022.
  • 55 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q4 2022.

Based on Krilogy Financial's 13F filing for Q4 2022, filed 13 Feb 2023.