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Patriot Financial Group Insurance Agency’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		$1.32M Sell
30,450
-24,240
-44% -$1.04M 0.14% 181
2026
Q1 		$2.29M Buy
54,690
+27,345
+100% +$1.15M 0.13% 193
2025
Q4 		$1.15M Sell
27,345
-150
-0.5% -$6.21K 0.14% 189
2025
Q3 		$1.13M Sell
27,495
-1,113
-4% -$45K 0.14% 182
2025
Q2 		$1.14M Buy
28,608
+1,350
+5% +$50.9K 0.13% 188
2025
Q1 		$1.01M Sell
27,258
-1,105
-4% -$41.7K 0.14% 191
2024
Q4 		$1.06M Hold
28,363
– – 0.14% 171
2024
Q3 		$1.05M Buy
28,363
+1,098
+4% +$39.6K 0.14% 174
2024
Q2 		$971K Buy
27,265
+4,514
+20% +$158K 0.14% 163
2024
Q1 		$785K Sell
22,751
-715
-3% -$24.3K 0.12% 184
2023
Q4 		$783K Buy
23,466
+800
+4% +$25.7K 0.15% 161
2023
Q3 		$710K Buy
22,666
+2,600
+13% +$82.6K 0.15% 175
2023
Q2 		$635K Buy
+20,066
New +$620K 0.12% 198
2022
Q3 		– Sell
-4,633
Closed -$135K – 1525
2022
Q2 		$135K Buy
4,633
+550
+13% +$16.9K 0.03% 469
2022
Q1 		$131K Hold
4,083
– – 0.02% 506
2021
Q4 		$132K Hold
4,083
– – 0.02% 567
2021
Q3 		$127K Hold
4,083
– – 0.02% 575
2021
Q2 		$127K Buy
4,083
+2,045
+100% +$62.9K 0.02% 553
2021
Q1 		$62K Hold
2,038
– – 0.01% 702
2020
Q4 		$61K Hold
2,038
– – 0.02% 634
2020
Q3 		$59K Buy
2,038
+1,318
+183% +$38K 0.02% 505
2020
Q2 		$20K Buy
+720
New +$19.4K 0.01% 746

Other funds holding PJUN

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PJUN Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Innovator US Equity Power Buffer ETF June (PJUN) stake by 44% in Q2 2026, selling an estimated $1.04M and leaving 30,450 shares worth $1.32M. The position accounts for 0.14% of the portfolio, ranked #181.

Patriot Financial Group Insurance Agency first reported a position in PJUN in Q2 2020 and has held it in 22 quarters since. The position peaked at $2.29M in Q1 2026. 117 funds tracked by Wall St. Rank hold PJUN as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 30,450 shares of Innovator US Equity Power Buffer ETF June worth $1.32M as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 24,240 Innovator US Equity Power Buffer ETF June shares in Q2 2026, an estimated $1.04M.
  • Innovator US Equity Power Buffer ETF June made up 0.14% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #181 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2020 and has held it in 22 quarters since.
  • Patriot Financial Group Insurance Agency's Innovator US Equity Power Buffer ETF June position peaked at $2.29M in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.