SWM
BJUN icon

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

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Spire Wealth Management's BJUN Position: Q2 2026 in Review

Spire Wealth Management increased its Innovator US Equity Buffer ETF June (BJUN) stake by 3.8% in Q2 2026, buying an estimated $31.3K and bringing the position to 17,674 shares worth $860K. The position accounts for 0.03% of the portfolio, ranked #420.

Spire Wealth Management first reported a position in BJUN in Q2 2021 and has held it in 21 quarters since. 89 funds tracked by Wall St. Rank hold BJUN as of Q2 2026.

  • Spire Wealth Management held 17,674 shares of Innovator US Equity Buffer ETF June worth $860K as of Q2 2026.
  • Spire Wealth Management bought 648 Innovator US Equity Buffer ETF June shares in Q2 2026, an estimated $31.3K.
  • Innovator US Equity Buffer ETF June made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Spire Wealth Management first reported a position in Innovator US Equity Buffer ETF June in Q2 2021 and has held it in 21 quarters since.
  • 89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.