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 Q3	$263K	Hold	9,088	–	–	﹤0.01%	466
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

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atlantic Private Wealth Chapel Hill, North Carolina $169M AUM 13.26% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Phoenix Financial's KJUN Position: Q3 2026 in Review

Phoenix Financial held its Innovator U.S. Small Cap Power Buffer ETF - June (KJUN) position steady in Q3 2026 at 9,088 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Phoenix Financial first reported a position in KJUN in Q2 2025 and has held it in 3 quarters since. The position peaked at $271K in Q2 2026. 21 funds tracked by Wall St. Rank hold KJUN as of Q3 2026.

Phoenix Financial held 9,088 shares of Innovator U.S. Small Cap Power Buffer ETF - June worth $263K as of Q3 2026.
Phoenix Financial left its Innovator U.S. Small Cap Power Buffer ETF - June share count unchanged in Q3 2026.
Innovator U.S. Small Cap Power Buffer ETF - June made up ﹤0.01% of Phoenix Financial's portfolio in Q3 2026, its #466 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 3 quarters since.
Phoenix Financial's Innovator U.S. Small Cap Power Buffer ETF - June position peaked at $271K in Q2 2026.
21 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - June as of Q3 2026.

Based on Phoenix Financial's 13F filing for Q3 2026, filed 9 Nov 2026.