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

Outlook Wealth 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
2026 Q2	$1.38M	Buy	28,247 +1,209	+4%	+$58.4K	0.3%	76
2026 Q1	$1.25M	Buy	27,038 +1,699	+7%	+$79.7K	0.3%	71
2025 Q4	$1.18M	Sell	25,339 -106	-0.4%	-$4.89K	0.27%	74
2025 Q3	$1.16M	Sell	25,445 -360	-1%	-$16.1K	0.29%	68
2025 Q2	$1.13M	Sell	25,805 -351	-1%	-$14.5K	0.29%	63
2025 Q1	$1.06M	Buy	26,156 +1,998	+8%	+$83.3K	0.29%	66
2024 Q4	$1M	Sell	24,158 -1,386	-5%	-$57.3K	0.29%	64
2024 Q3	$1.04M	Buy	25,544 +209	+0.8%	+$8.27K	0.3%	61
2024 Q2	$16.2M	Sell	25,335 -3,961	-14%	-$151K	5.04%	1
2024 Q1	$1.1M	Buy	29,296 +171	+0.6%	+$6.27K	0.34%	60
2023 Q4	$1.04M	Sell	29,125 -1,710	-6%	-$58K	0.36%	57
2023 Q3	$1.01M	Sell	30,835 -169	-0.5%	-$5.68K	0.39%	58
2023 Q2	$1.04M	Sell	31,004 -684	-2%	-$22.1K	0.39%	52
2023 Q1	$1.01M	Sell	31,688 -106	-0.3%	-$3.34K	0.45%	50
2022 Q4	$972K	Buy	31,794 +1,446	+5%	+$44.1K	0.46%	51
2022 Q3	$876K	Buy	30,348 +586	+2%	+$18.2K	0.39%	57
2022 Q2	$887K	Sell	29,762 -1,801	-6%	-$57.5K	0.36%	68
2022 Q1	$1.08M	Sell	31,563 -1,906	-6%	-$64.2K	0.36%	67
2021 Q4	$1.16M	Sell	33,469 -1,586	-5%	-$53.8K	0.34%	62
2021 Q3	$1.15M	Sell	35,055 -672	-2%	-$22.3K	0.38%	66
2021 Q2	$1.17M	Buy	+35,727	New	+$1.15M	0.37%	68

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

Outlook Wealth Advisors's BJUN Position: Q2 2026 in Review

Outlook Wealth Advisors increased its Innovator US Equity Buffer ETF June (BJUN) stake by 4.5% in Q2 2026, buying an estimated $58.4K and bringing the position to 28,247 shares worth $1.38M. The position accounts for 0.3% of the portfolio, ranked #76.

Outlook Wealth Advisors first reported a position in BJUN in Q2 2021 and has held it in 21 quarters since. The position peaked at $16.2M in Q2 2024. 89 funds tracked by Wall St. Rank hold BJUN as of Q2 2026.

Outlook Wealth Advisors held 28,247 shares of Innovator US Equity Buffer ETF June worth $1.38M as of Q2 2026.
Outlook Wealth Advisors bought 1,209 Innovator US Equity Buffer ETF June shares in Q2 2026, an estimated $58.4K.
Innovator US Equity Buffer ETF June made up 0.3% of Outlook Wealth Advisors's portfolio in Q2 2026, its #76 holding.
Outlook Wealth Advisors first reported a position in Innovator US Equity Buffer ETF June in Q2 2021 and has held it in 21 quarters since.
Outlook Wealth Advisors's Innovator US Equity Buffer ETF June position peaked at $16.2M in Q2 2024.
89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.