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

Lantz Financial’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
Q1 		– Sell
-6,409
Closed -$240K – 234
2024
Q4 		$240K Hold
6,409
– – 0.06% 198
2024
Q3 		$236K Hold
6,409
– – 0.06% 200
2024
Q2 		$228K Buy
+6,409
New +$224K 0.07% 192

Other funds holding PJUN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Lantz Financial's PJUN Position: Q1 2025 in Review

Lantz Financial sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q1 2025, closing a stake of 6,409 shares — an estimated $240K sold.

Lantz Financial first reported a position in PJUN in Q2 2024 and held it in 3 quarters. The position peaked at $240K in Q4 2024. 154 funds tracked by Wall St. Rank hold PJUN as of Q1 2025.

  • Lantz Financial reported no remaining Innovator US Equity Power Buffer ETF June position as of Q1 2025 after selling out during the quarter.
  • Lantz Financial sold 6,409 Innovator US Equity Power Buffer ETF June shares in Q1 2025, an estimated $240K.
  • Lantz Financial first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2024 and held it in 3 quarters.
  • Lantz Financial's Innovator US Equity Power Buffer ETF June position peaked at $240K in Q4 2024.
  • 154 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2025.

Based on Lantz Financial's 13F filing for Q1 2025, filed 8 Apr 2025.