SFG
BJUN icon

Steward Financial Group’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Steward Financial Group’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
2023
Q3 		$176K Hold
5,380
– – 0.06% 76
2023
Q2 		$180K Buy
+5,380
New +$174K 0.06% 70

Other funds holding BJUN

KV
Kickstand Ventures Pittsford, New York $475M AUM 16.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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 $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Steward Financial Group's BJUN Position: Q3 2023 in Review

Steward Financial Group held its Innovator US Equity Buffer ETF June (BJUN) position steady in Q3 2023 at 5,380 shares worth $176K. The position accounts for 0.06% of the portfolio, ranked #76.

Steward Financial Group first reported a position in BJUN in Q2 2023 and has held it in 2 quarters since. The position peaked at $180K in Q2 2023. 72 funds tracked by Wall St. Rank hold BJUN as of Q3 2023.

  • Steward Financial Group held 5,380 shares of Innovator US Equity Buffer ETF June worth $176K as of Q3 2023.
  • Steward Financial Group left its Innovator US Equity Buffer ETF June share count unchanged in Q3 2023.
  • Innovator US Equity Buffer ETF June made up 0.06% of Steward Financial Group's portfolio in Q3 2023, its #76 holding.
  • Steward Financial Group first reported a position in Innovator US Equity Buffer ETF June in Q2 2023 and has held it in 2 quarters since.
  • Steward Financial Group's Innovator US Equity Buffer ETF June position peaked at $180K in Q2 2023.
  • 72 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.