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Sequoia Financial Advisors’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Sequoia Financial 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
2026
Q1 		$375K Hold
8,974
– – ﹤0.01% 1429
2025
Q4 		$376K Hold
8,974
– – ﹤0.01% 1437
2025
Q3 		$369K Hold
8,974
– – ﹤0.01% 1283
2025
Q2 		$357K Hold
8,974
– – ﹤0.01% 1170
2025
Q1 		$332K Sell
8,974
-4,216
-32% -$159K ﹤0.01% 1022
2024
Q4 		$495K Hold
13,190
– – ﹤0.01% 806
2024
Q3 		$486K Buy
13,190
+4,216
+47% +$152K 0.01% 757
2024
Q2 		$320K Buy
8,974
+1,431
+19% +$49.9K ﹤0.01% 862
2024
Q1 		$260K Sell
7,543
-8,421
-53% -$286K ﹤0.01% 928
2023
Q4 		$533K Sell
15,964
-2,932
-16% -$94.2K 0.01% 710
2023
Q3 		$592K Hold
18,896
– – 0.01% 469
2023
Q2 		$598K Buy
+18,896
New +$584K 0.01% 468

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HighTower Advisors
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LWA
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Raymond James Financial
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return