SEIA
PJUN icon

Signature Estate & Investment Advisors’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Signature Estate & Investment 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
2024
Q4 		– Sell
-6,360
Closed -$235K – 558
2024
Q3 		$235K Sell
6,360
-1,234
-16% -$44.4K 0.01% 466
2024
Q2 		$270K Buy
+7,594
New +$265K 0.01% 411

Other funds holding PJUN

AllianceBernstein
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

Signature Estate & Investment Advisors's PJUN Position: Q4 2024 in Review

Signature Estate & Investment Advisors sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q4 2024, closing a stake of 6,360 shares — an estimated $235K sold.

Signature Estate & Investment Advisors first reported a position in PJUN in Q2 2024 and held it in 2 quarters. The position peaked at $270K in Q2 2024. 162 funds tracked by Wall St. Rank hold PJUN as of Q4 2024.

  • Signature Estate & Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 6,360 Innovator US Equity Power Buffer ETF June shares in Q4 2024, an estimated $235K.
  • Signature Estate & Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2024 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's Innovator US Equity Power Buffer ETF June position peaked at $270K in Q2 2024.
  • 162 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q4 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.