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

Marcum Wealth’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
2024
Q1 		– Sell
-15,789
Closed -$527K – 411
2023
Q4 		$527K Hold
15,789
– – 0.06% 180
2023
Q3 		$494K Hold
15,789
– – 0.06% 174
2023
Q2 		$500K Hold
15,789
– – 0.06% 174
2023
Q1 		$486K Hold
15,789
– – 0.06% 176
2022
Q4 		$469K Hold
15,789
– – 0.06% 177
2022
Q3 		$448K Hold
15,789
– – 0.07% 171
2022
Q2 		$459K Buy
+15,789
New +$484K 0.07% 170

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
VFPI
Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return

Marcum Wealth's PJUN Position: Q1 2024 in Review

Marcum Wealth sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q1 2024, closing a stake of 15,789 shares — an estimated $527K sold.

Marcum Wealth first reported a position in PJUN in Q2 2022 and held it in 7 quarters. The position peaked at $527K in Q4 2023. 147 funds tracked by Wall St. Rank hold PJUN as of Q1 2024.

  • Marcum Wealth reported no remaining Innovator US Equity Power Buffer ETF June position as of Q1 2024 after selling out during the quarter.
  • Marcum Wealth sold 15,789 Innovator US Equity Power Buffer ETF June shares in Q1 2024, an estimated $527K.
  • Marcum Wealth first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2022 and held it in 7 quarters.
  • Marcum Wealth's Innovator US Equity Power Buffer ETF June position peaked at $527K in Q4 2023.
  • 147 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2024.

Based on Marcum Wealth's 13F filing for Q1 2024, filed 10 Apr 2024.