Sigma Planning Corp
BJUN icon

Sigma Planning Corp’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Sigma Planning Corp’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
2026
Q3 		$703K Buy
14,636
+71
+0.5% +$3.5K 0.02% 702
2026
Q2 		$709K Sell
14,565
-550
-4% -$26.6K 0.02% 747
2026
Q1 		$699K Sell
15,115
-155
-1% -$7.27K 0.02% 711
2025
Q4 		$714K Hold
15,270
– – 0.02% 656
2025
Q3 		$698K Sell
15,270
-22
-0.1% -$984 0.02% 673
2025
Q2 		$669K Buy
15,292
+509
+3% +$21K 0.02% 665
2025
Q1 		$599K Sell
14,783
-490
-3% -$20.4K 0.02% 656
2024
Q4 		$634K Sell
15,273
-500
-3% -$20.7K 0.02% 638
2024
Q3 		$642K Sell
15,773
-522
-3% -$20.6K 0.02% 648
2024
Q2 		$637K Buy
16,295
+154
+1% +$5.86K 0.02% 630
2024
Q1 		$607K Buy
+16,141
New +$592K 0.02% 684
2023
Q4 		– Sell
-15,794
Closed -$518K – 874
2023
Q3 		$518K Sell
15,794
-1,321
-8% -$44.4K 0.02% 702
2023
Q2 		$574K Buy
17,115
+8,601
+101% +$278K 0.02% 674
2023
Q1 		$272K Hold
8,514
– – 0.01% 1037
2022
Q4 		$260K Sell
8,514
-160
-2% -$4.88K 0.01% 1025
2022
Q3 		$250K Buy
8,674
+250
+3% +$7.76K 0.01% 1015
2022
Q2 		$251K Buy
+8,424
New +$269K 0.01% 1066

Other funds holding BJUN

Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
Maltin Wealth Management
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
My Personal CFO LLC
My Personal CFO LLC Vancouver, Washington $279M AUM 23.15% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sigma Planning Corp's BJUN Position: Q3 2026 in Review

Sigma Planning Corp increased its Innovator US Equity Buffer ETF June (BJUN) stake by 0.49% in Q3 2026, buying an estimated $3.5K and bringing the position to 14,636 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #702.

Sigma Planning Corp first reported a position in BJUN in Q2 2022 and has held it in 17 quarters since. The position peaked at $714K in Q4 2025. 25 funds tracked by Wall St. Rank hold BJUN as of Q3 2026.

  • Sigma Planning Corp held 14,636 shares of Innovator US Equity Buffer ETF June worth $703K as of Q3 2026.
  • Sigma Planning Corp bought 71 Innovator US Equity Buffer ETF June shares in Q3 2026, an estimated $3.5K.
  • Innovator US Equity Buffer ETF June made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #702 holding.
  • Sigma Planning Corp first reported a position in Innovator US Equity Buffer ETF June in Q2 2022 and has held it in 17 quarters since.
  • Sigma Planning Corp's Innovator US Equity Buffer ETF June position peaked at $714K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.