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

Maxwell Wealth Strategies’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
Q4 		$270K Hold
7,192
– – 0.11% 102
2024
Q3 		$266K Hold
7,192
– – 0.11% 99
2024
Q2 		$256K Buy
+7,192
New +$251K 0.13% 97

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CB
Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $461M AUM 20.77% 1-Year Est. Return

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

Maxwell Wealth Strategies held its Innovator US Equity Power Buffer ETF June (PJUN) position steady in Q4 2024 at 7,192 shares worth $270K. The position accounts for 0.11% of the portfolio, ranked #102.

Maxwell Wealth Strategies first reported a position in PJUN in Q2 2024 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold PJUN as of Q4 2024.

  • Maxwell Wealth Strategies held 7,192 shares of Innovator US Equity Power Buffer ETF June worth $270K as of Q4 2024.
  • Maxwell Wealth Strategies left its Innovator US Equity Power Buffer ETF June share count unchanged in Q4 2024.
  • Innovator US Equity Power Buffer ETF June made up 0.11% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #102 holding.
  • Maxwell Wealth Strategies first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2024 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q4 2024.

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