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Spire Wealth Management’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Spire Wealth Management’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
Q2 		$860K Buy
17,674
+648
+4% +$31.3K 0.03% 420
2026
Q1 		$787K Sell
17,026
-169
-1% -$7.93K 0.03% 426
2025
Q4 		$804K Sell
17,195
-110
-0.6% -$5.07K 0.03% 440
2025
Q3 		$792K Sell
17,305
-1,176
-6% -$52.6K 0.03% 419
2025
Q2 		$735K Buy
18,481
+3,428
+23% +$141K 0.03% 426
2025
Q1 		$610K Buy
15,053
+5,701
+61% +$238K 0.02% 516
2024
Q4 		$388K Hold
9,352
– – 0.01% 636
2024
Q3 		$381K Buy
9,352
+310
+3% +$12.3K 0.01% 585
2024
Q2 		$353K Buy
9,042
+6,012
+198% +$229K 0.01% 568
2024
Q1 		$114K Hold
3,030
– – ﹤0.01% 951
2023
Q4 		$109K Hold
3,030
– – ﹤0.01% 973
2023
Q3 		$99.4K Hold
3,030
– – ﹤0.01% 955
2023
Q2 		$102K Buy
3,030
+800
+36% +$25.9K ﹤0.01% 962
2023
Q1 		$71.4K Buy
2,230
+975
+78% +$30.7K ﹤0.01% 1063
2022
Q4 		$38K Hold
1,255
– – ﹤0.01% 1084
2022
Q3 		$36K Sell
1,255
-975
-44% -$30.3K ﹤0.01% 1075
2022
Q2 		$66K Buy
2,230
+1,330
+148% +$42.5K ﹤0.01% 1181
2022
Q1 		$31K Hold
900
– – ﹤0.01% 1625
2021
Q4 		$31K Hold
900
– – ﹤0.01% 1927
2021
Q3 		$29K Hold
900
– – ﹤0.01% 1698
2021
Q2 		$29K Buy
+900
New +$28.9K ﹤0.01% 1714

Other funds holding BJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TWM
TopTier Wealth Management Muskego, Wisconsin $166M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
BDPWM
Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return