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PFG Investments’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

PFG Investments’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
2024
Q2 		– Sell
-31,303
Closed -$1.18M – 956
2024
Q1 		$1.18M Buy
+31,303
New +$1.15M 0.07% 295

Other funds holding BJUN

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PFG Investments's BJUN Position: Q2 2024 in Review

PFG Investments sold out of Innovator US Equity Buffer ETF June (BJUN) in Q2 2024, closing a stake of 31,303 shares — an estimated $1.18M sold.

PFG Investments first reported a position in BJUN in Q1 2024 and held it in 1 quarter. The position peaked at $1.18M in Q1 2024. 80 funds tracked by Wall St. Rank hold BJUN as of Q2 2024.

  • PFG Investments reported no remaining Innovator US Equity Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 31,303 Innovator US Equity Buffer ETF June shares in Q2 2024, an estimated $1.18M.
  • PFG Investments first reported a position in Innovator US Equity Buffer ETF June in Q1 2024 and held it in 1 quarter.
  • PFG Investments's Innovator US Equity Buffer ETF June position peaked at $1.18M in Q1 2024.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.