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Sterling Financial Planning’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-1,037
Closed -$32K – 304
2021
Q3 		$32K Buy
1,037
+31
+3% +$972 0.02% 225
2021
Q2 		$31K Buy
1,006
+683
+211% +$21K 0.02% 214
2021
Q1 		$10K Hold
323
– – 0.01% 277
2020
Q4 		$10K Buy
+323
New +$9.57K 0.01% 263

Other funds holding PJUN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sterling Financial Planning's PJUN Position: Q4 2021 in Review

Sterling Financial Planning sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q4 2021, closing a stake of 1,037 shares — an estimated $32K sold.

Sterling Financial Planning first reported a position in PJUN in Q4 2020 and held it in 4 quarters. The position peaked at $32K in Q3 2021. 74 funds tracked by Wall St. Rank hold PJUN as of Q4 2021.

  • Sterling Financial Planning reported no remaining Innovator US Equity Power Buffer ETF June position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 1,037 Innovator US Equity Power Buffer ETF June shares in Q4 2021, an estimated $32K.
  • Sterling Financial Planning first reported a position in Innovator US Equity Power Buffer ETF June in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Innovator US Equity Power Buffer ETF June position peaked at $32K in Q3 2021.
  • 74 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.