PF
KJUN

Phoenix Financial’s Innovator U.S. Small Cap Power Buffer ETF - June KJUN Stock Holding History

Phoenix Financial’s Portfolio KJUN Stock Details KJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9,475
Closed -$245K – 505
2025
Q2 		$245K Buy
+9,475
New +$239K ﹤0.01% 374

Other funds holding KJUN

SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Phoenix Financial's KJUN Position: Q3 2025 in Review

Phoenix Financial sold out of Innovator U.S. Small Cap Power Buffer ETF - June (KJUN) in Q3 2025, closing a stake of 9,475 shares — an estimated $245K sold.

Phoenix Financial first reported a position in KJUN in Q2 2025 and held it in 1 quarter. The position peaked at $245K in Q2 2025. 25 funds tracked by Wall St. Rank hold KJUN as of Q3 2025.

  • Phoenix Financial reported no remaining Innovator U.S. Small Cap Power Buffer ETF - June position as of Q3 2025 after selling out during the quarter.
  • Phoenix Financial sold 9,475 Innovator U.S. Small Cap Power Buffer ETF - June shares in Q3 2025, an estimated $245K.
  • Phoenix Financial first reported a position in Innovator U.S. Small Cap Power Buffer ETF - June in Q2 2025 and held it in 1 quarter.
  • Phoenix Financial's Innovator U.S. Small Cap Power Buffer ETF - June position peaked at $245K in Q2 2025.
  • 25 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - June as of Q3 2025.

Based on Phoenix Financial's 13F filing for Q3 2025, filed 3 Nov 2025.