MWS
NJUN

Maxwell Wealth Strategies’s Innovator Growth-100 Power Buffer ETF - June NJUN Stock Holding History

Maxwell Wealth Strategies’s Portfolio NJUN Stock Details NJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$297K Hold
10,912
– – 0.12% 98
2024
Q3 		$290K Hold
10,912
– – 0.12% 95
2024
Q2 		$282K Buy
+10,912
New +$280K 0.14% 94

Other funds holding NJUN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Maxwell Wealth Strategies's NJUN Position: Q4 2024 in Review

Maxwell Wealth Strategies held its Innovator Growth-100 Power Buffer ETF - June (NJUN) position steady in Q4 2024 at 10,912 shares worth $297K. The position accounts for 0.12% of the portfolio, ranked #98.

Maxwell Wealth Strategies first reported a position in NJUN in Q2 2024 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold NJUN as of Q4 2024.

  • Maxwell Wealth Strategies held 10,912 shares of Innovator Growth-100 Power Buffer ETF - June worth $297K as of Q4 2024.
  • Maxwell Wealth Strategies left its Innovator Growth-100 Power Buffer ETF - June share count unchanged in Q4 2024.
  • Innovator Growth-100 Power Buffer ETF - June made up 0.12% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #98 holding.
  • Maxwell Wealth Strategies first reported a position in Innovator Growth-100 Power Buffer ETF - June in Q2 2024 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF - June as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.