Phoenix Wealth Advisors’s Innovator International Developed Power Buffer ETF - June IJUN Stock Holding History

Phoenix Wealth Advisors’s Portfolio IJUN Stock Details IJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$342K	Hold	10,964	–	–	0.12%	104
2026 Q1	$323K	Hold	10,964	–	–	0.13%	103
2025 Q4	$320K	Hold	10,964	–	–	0.12%	104
2025 Q3	$311K	Hold	10,964	–	–	0.12%	104
2025 Q2	$304K	Buy	+10,964	New	+$291K	0.13%	101

Other funds holding IJUN

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Syon Capital San Francisco, California $2.3B AUM 25.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

APW

Atlantic Private Wealth Chapel Hill, North Carolina $163M AUM 19.54% 1-Year Est. Return

Phoenix Wealth Advisors's IJUN Position: Q2 2026 in Review

Phoenix Wealth Advisors held its Innovator International Developed Power Buffer ETF - June (IJUN) position steady in Q2 2026 at 10,964 shares worth $342K. The position accounts for 0.12% of the portfolio, ranked #104.

Phoenix Wealth Advisors first reported a position in IJUN in Q2 2025 and has held it in 5 quarters since. 65 funds tracked by Wall St. Rank hold IJUN as of Q2 2026.

Phoenix Wealth Advisors held 10,964 shares of Innovator International Developed Power Buffer ETF - June worth $342K as of Q2 2026.
Phoenix Wealth Advisors left its Innovator International Developed Power Buffer ETF - June share count unchanged in Q2 2026.
Innovator International Developed Power Buffer ETF - June made up 0.12% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #104 holding.
Phoenix Wealth Advisors first reported a position in Innovator International Developed Power Buffer ETF - June in Q2 2025 and has held it in 5 quarters since.
65 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF - June as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.