Pillar Wealth Advisors’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Pillar Wealth Advisors’s Portfolio PJUN Stock Details PJUN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,850	Closed	-$386K	–	45
2024 Q2	$386K	Hold	10,850	–	–	0.46%	43
2024 Q1	$375K	Hold	10,850	–	–	0.28%	56
2023 Q4	$362K	Hold	10,850	–	–	0.28%	60
2023 Q3	$340K	Hold	10,850	–	–	0.29%	53
2023 Q2	$344K	Hold	10,850	–	–	0.29%	54
2023 Q1	$334K	Hold	10,850	–	–	0.33%	49
2022 Q4	$323K	Sell	10,850 -2,700	-20%	-$80K	0.31%	51
2022 Q3	$384K	Hold	13,550	–	–	0.38%	41
2022 Q2	$394K	Buy	13,550 +7,260	+115%	+$223K	0.4%	39
2022 Q1	$202K	Hold	6,290	–	–	0.2%	54
2021 Q4	$203K	Buy	+6,290	New	+$200K	0.19%	58

Other funds holding PJUN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pillar Wealth Advisors's PJUN Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q3 2024, closing a stake of 10,850 shares — an estimated $386K sold.

Pillar Wealth Advisors first reported a position in PJUN in Q4 2021 and held it in 11 quarters. The position peaked at $394K in Q2 2022. 157 funds tracked by Wall St. Rank hold PJUN as of Q3 2024.

Pillar Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF June position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 10,850 Innovator US Equity Power Buffer ETF June shares in Q3 2024, an estimated $386K.
Pillar Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF June in Q4 2021 and held it in 11 quarters.
Pillar Wealth Advisors's Innovator US Equity Power Buffer ETF June position peaked at $394K in Q2 2022.
157 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.