SPC
KJUN

Sigma Planning Corp’s Innovator U.S. Small Cap Power Buffer ETF - June KJUN Stock Holding History

Sigma Planning Corp’s Portfolio KJUN Stock Details KJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,294
Closed -$254K – 1405
2025
Q3 		$254K Sell
9,294
-5,026
-35% -$134K 0.01% 1103
2025
Q2 		$370K Buy
+14,320
New +$362K 0.01% 911
2024
Q3 		– Sell
-22,511
Closed -$568K – 1289
2024
Q2 		$568K Buy
+22,511
New +$565K 0.02% 679

Other funds holding KJUN

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sigma Planning Corp's KJUN Position: Q4 2025 in Review

Sigma Planning Corp sold out of Innovator U.S. Small Cap Power Buffer ETF - June (KJUN) in Q4 2025, closing a stake of 9,294 shares — an estimated $254K sold.

Sigma Planning Corp first reported a position in KJUN in Q2 2024 and held it in 3 quarters. The position peaked at $568K in Q2 2024. 27 funds tracked by Wall St. Rank hold KJUN as of Q4 2025.

  • Sigma Planning Corp reported no remaining Innovator U.S. Small Cap Power Buffer ETF - June position as of Q4 2025 after selling out during the quarter.
  • Sigma Planning Corp sold 9,294 Innovator U.S. Small Cap Power Buffer ETF - June shares in Q4 2025, an estimated $254K.
  • Sigma Planning Corp first reported a position in Innovator U.S. Small Cap Power Buffer ETF - June in Q2 2024 and held it in 3 quarters.
  • Sigma Planning Corp's Innovator U.S. Small Cap Power Buffer ETF - June position peaked at $568K in Q2 2024.
  • 27 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - June as of Q4 2025.

Based on Sigma Planning Corp's 13F filing for Q4 2025, filed 30 Jan 2026.