SIA
PJUN icon

Soltis Investment Advisors’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Soltis 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
2021
Q2 		– Sell
-155,608
Closed -$4.77M – 250
2021
Q1 		$4.77M Buy
155,608
+144,708
+1,328% +$4.39M 0.87% 24
2020
Q4 		$328K Sell
10,900
-341
-3% -$10.1K 0.06% 175
2020
Q3 		$326K Buy
11,241
+913
+9% +$26.3K 0.08% 157
2020
Q2 		$290K Buy
+10,328
New +$278K 0.08% 157

Other funds holding PJUN

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $94.2B AUM 21.24% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return