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Siligmueller & Norvid Wealth Advisors’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Siligmueller & Norvid Wealth 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
2025
Q3 		– Sell
-16,177
Closed -$711K – 160
2025
Q2 		$711K Hold
16,177
– – 0.28% 56
2025
Q1 		$655K Sell
16,177
-4,200
-21% -$175K 0.28% 59
2024
Q4 		$846K Buy
+20,377
New +$843K 0.36% 50

Other funds holding BJUN

BCM
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PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's BJUN Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Innovator US Equity Buffer ETF June (BJUN) in Q3 2025, closing a stake of 16,177 shares — an estimated $711K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in BJUN in Q4 2024 and held it in 3 quarters. The position peaked at $846K in Q4 2024. 84 funds tracked by Wall St. Rank hold BJUN as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Innovator US Equity Buffer ETF June position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 16,177 Innovator US Equity Buffer ETF June shares in Q3 2025, an estimated $711K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Innovator US Equity Buffer ETF June in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Innovator US Equity Buffer ETF June position peaked at $846K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.