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NewEdge Advisors’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

NewEdge Advisors’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
-7,890
Closed -$241K – 3496
2022
Q4 		$241K Buy
+7,890
New +$241K 0.01% 1109

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

NewEdge Advisors's BJUN Position: Q1 2023 in Review

NewEdge Advisors sold out of Innovator US Equity Buffer ETF June (BJUN) in Q1 2023, closing a stake of 7,890 shares — an estimated $241K sold.

NewEdge Advisors first reported a position in BJUN in Q4 2022 and held it in 1 quarter. The position peaked at $241K in Q4 2022. 58 funds tracked by Wall St. Rank hold BJUN as of Q1 2023.

  • NewEdge Advisors reported no remaining Innovator US Equity Buffer ETF June position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 7,890 Innovator US Equity Buffer ETF June shares in Q1 2023, an estimated $241K.
  • NewEdge Advisors first reported a position in Innovator US Equity Buffer ETF June in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Innovator US Equity Buffer ETF June position peaked at $241K in Q4 2022.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.