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

Lantz 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
2026
Q3 		$429K Buy
8,630
+189
+2% +$9.32K 0.08% 195
2026
Q2 		$411K Buy
8,441
+1,090
+15% +$52.7K 0.08% 192
2026
Q1 		$340K Hold
7,351
– – 0.07% 201
2025
Q4 		$344K Sell
7,351
-247,082
-97% -$11.4M 0.07% 197
2025
Q3 		$11.6M Sell
254,433
-349
-0.1% -$15.6K 2.58% 6
2025
Q2 		$11.1M Buy
254,782
+1,197
+0.5% +$49.4K 2.78% 6
2025
Q1 		$10.3M Sell
253,585
-1,606
-0.6% -$67K 2.81% 5
2024
Q4 		$10.6M Sell
255,191
-4,118
-2% -$170K 2.82% 6
2024
Q3 		$10.6M Sell
259,309
-5,705
-2% -$226K 2.86% 5
2024
Q2 		$10.4M Buy
265,014
+257,325
+3,347% +$9.8M 3.22% 4
2024
Q1 		$289K Sell
7,689
-2
-0% -$73 0.09% 169
2023
Q4 		$275K Sell
7,691
-20
-0.3% -$678 0.1% 167
2023
Q3 		$253K Sell
7,711
-1,290
-14% -$43.4K 0.1% 160
2023
Q2 		$302K Buy
9,001
+982
+12% +$31.7K 0.12% 144
2023
Q1 		$257K Sell
8,019
-358
-4% -$11.3K 0.11% 152
2022
Q4 		$256K Sell
8,377
-943
-10% -$28.8K 0.12% 148
2022
Q3 		$269K Sell
9,320
-306,720
-97% -$9.5M 0.14% 132
2022
Q2 		$9.42M Buy
+316,040
New +$10.1M 4.25% 3

Other funds holding BJUN

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
My Personal CFO LLC
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lantz Financial's BJUN Position: Q3 2026 in Review

Lantz Financial increased its Innovator US Equity Buffer ETF June (BJUN) stake by 2.2% in Q3 2026, buying an estimated $9.32K and bringing the position to 8,630 shares worth $429K. The position accounts for 0.08% of the portfolio, ranked #195.

Lantz Financial first reported a position in BJUN in Q2 2022 and has held it in 18 quarters since. The position peaked at $11.6M in Q3 2025. 25 funds tracked by Wall St. Rank hold BJUN as of Q3 2026.

  • Lantz Financial held 8,630 shares of Innovator US Equity Buffer ETF June worth $429K as of Q3 2026.
  • Lantz Financial bought 189 Innovator US Equity Buffer ETF June shares in Q3 2026, an estimated $9.32K.
  • Innovator US Equity Buffer ETF June made up 0.08% of Lantz Financial's portfolio in Q3 2026, its #195 holding.
  • Lantz Financial first reported a position in Innovator US Equity Buffer ETF June in Q2 2022 and has held it in 18 quarters since.
  • Lantz Financial's Innovator US Equity Buffer ETF June position peaked at $11.6M in Q3 2025.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.