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Milestone Asset Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Milestone Asset Management’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
2023
Q3 		– Sell
-15,207
Closed -$482K – 89
2023
Q2 		$482K Buy
+15,207
New +$470K 0.21% 31

Other funds holding PJUN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Milestone Asset Management's PJUN Position: Q3 2023 in Review

Milestone Asset Management sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q3 2023, closing a stake of 15,207 shares — an estimated $482K sold.

Milestone Asset Management first reported a position in PJUN in Q2 2023 and held it in 1 quarter. The position peaked at $482K in Q2 2023. 146 funds tracked by Wall St. Rank hold PJUN as of Q3 2023.

  • Milestone Asset Management reported no remaining Innovator US Equity Power Buffer ETF June position as of Q3 2023 after selling out during the quarter.
  • Milestone Asset Management sold 15,207 Innovator US Equity Power Buffer ETF June shares in Q3 2023, an estimated $482K.
  • Milestone Asset Management first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2023 and held it in 1 quarter.
  • Milestone Asset Management's Innovator US Equity Power Buffer ETF June position peaked at $482K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q3 2023.

Based on Milestone Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.