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Next Financial Group’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Next Financial Group’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
2021
Q4 		– Sell
-357
Closed -$11K – 2942
2021
Q3 		$11K Hold
357
– – ﹤0.01% 2009
2021
Q2 		$11K Hold
357
– – ﹤0.01% 1963
2021
Q1 		$11K Hold
357
– – ﹤0.01% 1863
2020
Q4 		$11K Hold
357
– – ﹤0.01% 1757
2020
Q3 		$10K Buy
+357
New +$10.3K ﹤0.01% 1637

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
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
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Next Financial Group's PJUN Position: Q4 2021 in Review

Next Financial Group sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q4 2021, closing a stake of 357 shares — an estimated $11K sold.

Next Financial Group first reported a position in PJUN in Q3 2020 and held it in 5 quarters. The position peaked at $11K in Q3 2021. 74 funds tracked by Wall St. Rank hold PJUN as of Q4 2021.

  • Next Financial Group reported no remaining Innovator US Equity Power Buffer ETF June position as of Q4 2021 after selling out during the quarter.
  • Next Financial Group sold 357 Innovator US Equity Power Buffer ETF June shares in Q4 2021, an estimated $11K.
  • Next Financial Group first reported a position in Innovator US Equity Power Buffer ETF June in Q3 2020 and held it in 5 quarters.
  • Next Financial Group's Innovator US Equity Power Buffer ETF June position peaked at $11K in Q3 2021.
  • 74 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.