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Money Concepts Capital’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Money Concepts Capital’s Portfolio BJUN Stock Details BJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50
Closed -$1.53K – 733
2022
Q4 		$1.53K Buy
+50
New +$1.52K ﹤0.01% 2777
2022
Q2 		– Sell
-1,840
Closed -$63K – 1564
2022
Q1 		$63K Buy
+1,840
New +$61.9K ﹤0.01% 1152

Other funds holding BJUN

Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

Money Concepts Capital's BJUN Position: Q1 2023 in Review

Money Concepts Capital sold out of Innovator US Equity Buffer ETF June (BJUN) in Q1 2023, closing a stake of 50 shares — an estimated $1.53K sold.

Money Concepts Capital first reported a position in BJUN in Q1 2022 and held it in 2 quarters. The position peaked at $63K in Q1 2022. 58 funds tracked by Wall St. Rank hold BJUN as of Q1 2023.

  • Money Concepts Capital reported no remaining Innovator US Equity Buffer ETF June position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 50 Innovator US Equity Buffer ETF June shares in Q1 2023, an estimated $1.53K.
  • Money Concepts Capital first reported a position in Innovator US Equity Buffer ETF June in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Innovator US Equity Buffer ETF June position peaked at $63K in Q1 2022.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.