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

Spire Wealth Management’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
2026 Q2	$817K	Buy	18,908 +906	+5%	+$39K	0.02%	434
2026 Q1	$753K	Sell	18,002 -1	-0%	-$42	0.03%	437
2025 Q4	$754K	Hold	18,003	–	–	0.03%	452
2025 Q3	$741K	Sell	18,003 -1,606	-8%	-$64.9K	0.03%	438
2025 Q2	$780K	Buy	19,609 +1,687	+9%	+$63.7K	0.03%	408
2025 Q1	$663K	Sell	17,922 -6,312	-26%	-$238K	0.02%	498
2024 Q4	$909K	Sell	24,234 -131	-0.5%	-$4.89K	0.03%	415
2024 Q3	$899K	Sell	24,365 -198	-0.8%	-$7.13K	0.03%	395
2024 Q2	$875K	Buy	24,563 +7,700	+46%	+$269K	0.03%	369
2024 Q1	$582K	Sell	16,863 -117	-0.7%	-$3.98K	0.01%	488
2023 Q4	$571K	Hold	16,980	–	–	0.02%	488
2023 Q3	$532K	Hold	16,980	–	–	0.02%	467
2023 Q2	$538K	Buy	16,980 +632	+4%	+$19.5K	0.02%	472
2023 Q1	$503K	Buy	16,348 +8,498	+108%	+$259K	0.02%	487
2022 Q4	$233K	Hold	7,850	–	–	0.01%	518
2022 Q3	$223K	Sell	7,850 -8,500	-52%	-$255K	0.01%	502
2022 Q2	$475K	Buy	16,350 +15,400	+1,621%	+$472K	0.02%	490
2022 Q1	$31K	Hold	950	–	–	﹤0.01%	1631
2021 Q4	$31K	Hold	950	–	–	﹤0.01%	1938
2021 Q3	$30K	Hold	950	–	–	﹤0.01%	1694
2021 Q2	$29K	Buy	+950	New	+$29.2K	﹤0.01%	1723

Other funds holding PJUN

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

AWAG

ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

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

Spire Wealth Management increased its Innovator US Equity Power Buffer ETF June (PJUN) stake by 5% in Q2 2026, buying an estimated $39K and bringing the position to 18,908 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #434.

Spire Wealth Management first reported a position in PJUN in Q2 2021 and has held it in 21 quarters since. The position peaked at $909K in Q4 2024. 26 funds tracked by Wall St. Rank hold PJUN as of Q2 2026.

Spire Wealth Management held 18,908 shares of Innovator US Equity Power Buffer ETF June worth $817K as of Q2 2026.
Spire Wealth Management bought 906 Innovator US Equity Power Buffer ETF June shares in Q2 2026, an estimated $39K.
Innovator US Equity Power Buffer ETF June made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #434 holding.
Spire Wealth Management first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2021 and has held it in 21 quarters since.
Spire Wealth Management's Innovator US Equity Power Buffer ETF June position peaked at $909K in Q4 2024.
26 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2026.

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