My Personal CFO LLC’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

My Personal CFO LLC’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
2026 Q2	$929K	Sell	19,080 -500	-3%	-$24.2K	0.36%	46
2026 Q1	$906K	Sell	19,580 -1,000	-5%	-$46.9K	0.4%	45
2025 Q4	$962K	Buy	+20,580	New	+$949K	0.4%	43
2025 Q3	–	Sell	-20,580	Closed	-$901K	–	104
2025 Q2	$901K	Buy	20,580 +180	+0.9%	+$7.42K	0.41%	44
2025 Q1	$826K	Hold	20,400	–	–	0.42%	41
2024 Q4	$847K	Hold	20,400	–	–	0.43%	43
2024 Q3	$830K	Sell	20,400 -1,500	-7%	-$59.3K	0.46%	43
2024 Q2	$856K	Hold	21,900	–	–	0.46%	44
2024 Q1	$823K	Hold	21,900	–	–	0.47%	44
2023 Q4	$782K	Hold	21,900	–	–	0.51%	44
2023 Q3	$719K	Hold	21,900	–	–	0.58%	41
2023 Q2	$735K	Buy	+21,900	New	+$708K	0.58%	41
2023 Q1	–	Sell	-1	Closed	-$39.7K	–	153
2022 Q4	$39.7K	Buy	+1	New	+$31	0.04%	152

Other funds holding BJUN

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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 $13B AUM 71.84% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

My Personal CFO LLC's BJUN Position: Q2 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF June (BJUN) stake by 2.6% in Q2 2026, selling an estimated $24.2K and leaving 19,080 shares worth $929K. The position accounts for 0.36% of the portfolio, ranked #46.

My Personal CFO LLC first reported a position in BJUN in Q4 2022 and has held it in 13 quarters since. The position peaked at $962K in Q4 2025. 89 funds tracked by Wall St. Rank hold BJUN as of Q2 2026.

My Personal CFO LLC held 19,080 shares of Innovator US Equity Buffer ETF June worth $929K as of Q2 2026.
My Personal CFO LLC sold 500 Innovator US Equity Buffer ETF June shares in Q2 2026, an estimated $24.2K.
Innovator US Equity Buffer ETF June made up 0.36% of My Personal CFO LLC's portfolio in Q2 2026, its #46 holding.
My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF June in Q4 2022 and has held it in 13 quarters since.
My Personal CFO LLC's Innovator US Equity Buffer ETF June position peaked at $962K in Q4 2025.
89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.