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

Outlook Wealth Advisors’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
2026 Q1	$1.7M	Buy	40,659 +2,456	+6%	+$103K	0.41%	52
2025 Q4	$1.6M	Sell	38,203 -209	-0.5%	-$8.65K	0.36%	56
2025 Q3	$1.58M	Sell	38,412 -582	-1%	-$23.5K	0.39%	56
2025 Q2	$1.55M	Sell	38,994 -1,500	-4%	-$56.6K	0.4%	52
2025 Q1	$1.5M	Buy	40,494 +2,935	+8%	+$111K	0.42%	50
2024 Q4	$1.41M	Sell	37,559 -2,543	-6%	-$94.9K	0.4%	49
2024 Q3	$1.48M	Sell	40,102 -84,964	-68%	-$3.06M	0.42%	45
2024 Q2	$800K	Buy	125,066 +85,144	+213%	+$2.97M	0.25%	81
2024 Q1	$1.38M	Sell	39,922 -296,167	-88%	-$10.1M	0.43%	48
2023 Q4	$11.2M	Sell	336,089 -42,826	-11%	-$1.38M	3.92%	2
2023 Q3	$11.9M	Buy	378,915 +26,616	+8%	+$846K	4.53%	2
2023 Q2	$11.2M	Buy	352,299 +23,487	+7%	+$726K	4.22%	2
2023 Q1	$10.1M	Sell	328,812 -1,164	-0.4%	-$35.4K	4.5%	2
2022 Q4	$9.81M	Buy	329,976 +756	+0.2%	+$22.4K	4.66%	3
2022 Q3	$9.34M	Buy	+329,220	New	+$9.86M	4.19%	3

Other funds holding PJUN

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Outlook Wealth Advisors's PJUN Position: Q1 2026 in Review

Outlook Wealth Advisors increased its Innovator US Equity Power Buffer ETF June (PJUN) stake by 6.4% in Q1 2026, buying an estimated $103K and bringing the position to 40,659 shares worth $1.7M. The position accounts for 0.41% of the portfolio, ranked #52.

Outlook Wealth Advisors first reported a position in PJUN in Q3 2022 and has held it in 15 quarters since. The position peaked at $11.9M in Q3 2023. 163 funds tracked by Wall St. Rank hold PJUN as of Q1 2026.

Outlook Wealth Advisors held 40,659 shares of Innovator US Equity Power Buffer ETF June worth $1.7M as of Q1 2026.
Outlook Wealth Advisors bought 2,456 Innovator US Equity Power Buffer ETF June shares in Q1 2026, an estimated $103K.
Innovator US Equity Power Buffer ETF June made up 0.41% of Outlook Wealth Advisors's portfolio in Q1 2026, its #52 holding.
Outlook Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF June in Q3 2022 and has held it in 15 quarters since.
Outlook Wealth Advisors's Innovator US Equity Power Buffer ETF June position peaked at $11.9M in Q3 2023.
163 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.