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
2026
Q2 		$271K Buy
+9,088
New +$265K ﹤0.01% 446
2025
Q3 		– Sell
-9,475
Closed -$245K – 505
2025
Q2 		$245K Buy
+9,475
New +$239K ﹤0.01% 374

Other funds holding KJUN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SC
Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Phoenix Financial's KJUN Position: Q2 2026 in Review

Phoenix Financial opened a new position in Innovator U.S. Small Cap Power Buffer ETF - June (KJUN) in Q2 2026: 9,088 shares worth $271K. The stake represents ﹤0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: Phoenix Financial previously reported a position in KJUN as recently as Q2 2025.

Phoenix Financial first reported a position in KJUN in Q2 2025 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold KJUN as of Q2 2026.

  • Phoenix Financial held 9,088 shares of Innovator U.S. Small Cap Power Buffer ETF - June worth $271K as of Q2 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - June was a new Phoenix Financial position in Q2 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - June made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #446 holding.
  • Phoenix Financial first reported a position in Innovator U.S. Small Cap Power Buffer ETF - June in Q2 2025 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - June as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.