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RiverTree Advisors’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

RiverTree Advisors’s Portfolio BJUN Stock Details BJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-182,262
Closed -$5.97M – 42
2021
Q3 		$5.97M Sell
182,262
-2,560
-1% -$84.8K 4.08% 9
2021
Q2 		$6.03M Buy
+184,822
New +$5.94M 4.08% 13

Other funds holding BJUN

VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Beck Capital Management Austin, Texas $437M AUM 59.35% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RiverTree Advisors's BJUN Position: Q4 2021 in Review

RiverTree Advisors sold out of Innovator US Equity Buffer ETF June (BJUN) in Q4 2021, closing a stake of 182,262 shares — an estimated $5.97M sold.

RiverTree Advisors first reported a position in BJUN in Q2 2021 and held it in 2 quarters. The position peaked at $6.03M in Q2 2021. 46 funds tracked by Wall St. Rank hold BJUN as of Q4 2021.

  • RiverTree Advisors reported no remaining Innovator US Equity Buffer ETF June position as of Q4 2021 after selling out during the quarter.
  • RiverTree Advisors sold 182,262 Innovator US Equity Buffer ETF June shares in Q4 2021, an estimated $5.97M.
  • RiverTree Advisors first reported a position in Innovator US Equity Buffer ETF June in Q2 2021 and held it in 2 quarters.
  • RiverTree Advisors's Innovator US Equity Buffer ETF June position peaked at $6.03M in Q2 2021.
  • 46 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q4 2021.

Based on RiverTree Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.