Retirement Income Solutions’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Retirement Income Solutions’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
2025 Q1	–	Sell	-7,938	Closed	-$298K	–	154
2024 Q4	$298K	Hold	7,938	–	–	0.06%	115
2024 Q3	$293K	Hold	7,938	–	–	0.07%	105
2024 Q2	$283K	Hold	7,938	–	–	0.07%	106
2024 Q1	$274K	Hold	7,938	–	–	0.06%	116
2023 Q4	$265K	Hold	7,938	–	–	0.07%	112
2023 Q3	$249K	Sell	7,938 -1,618	-17%	-$51.4K	0.07%	110
2023 Q2	$303K	Hold	9,556	–	–	0.08%	104
2023 Q1	$294K	Hold	9,556	–	–	0.09%	106
2022 Q4	$284K	Sell	9,556 -4,000	-30%	-$119K	0.09%	98
2022 Q3	$387K	Hold	13,556	–	–	0.14%	73
2022 Q2	$394K	Hold	13,556	–	–	0.14%	73
2022 Q1	$436K	Hold	13,556	–	–	0.12%	71
2021 Q4	$437K	Hold	13,556	–	–	0.12%	74
2021 Q3	$421K	Hold	13,556	–	–	0.14%	64
2021 Q2	$421K	Buy	+13,556	New	+$417K	0.14%	66

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

BCM

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

LWA

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Chris Bulman Roseville, California $228M AUM 16.59% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return

Retirement Income Solutions's PJUN Position: Q1 2025 in Review

Retirement Income Solutions sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q1 2025, closing a stake of 7,938 shares — an estimated $298K sold.

Retirement Income Solutions first reported a position in PJUN in Q2 2021 and held it in 15 quarters. The position peaked at $437K in Q4 2021. 154 funds tracked by Wall St. Rank hold PJUN as of Q1 2025.

Retirement Income Solutions reported no remaining Innovator US Equity Power Buffer ETF June position as of Q1 2025 after selling out during the quarter.
Retirement Income Solutions sold 7,938 Innovator US Equity Power Buffer ETF June shares in Q1 2025, an estimated $298K.
Retirement Income Solutions first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2021 and held it in 15 quarters.
Retirement Income Solutions's Innovator US Equity Power Buffer ETF June position peaked at $437K in Q4 2021.
154 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2025.

Based on Retirement Income Solutions's 13F filing for Q1 2025, filed 6 May 2025.