Steward Partners Investment Advisory’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Steward Partners Investment Advisory’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 Q1	$71.4K	Hold	1,707	–	–	﹤0.01%	2585
2025 Q4	$71.5K	Sell	1,707 -394	-19%	-$16.3K	﹤0.01%	2481
2025 Q3	$86.5K	Sell	2,101 -1,848	-47%	-$74.7K	﹤0.01%	2312
2025 Q2	$157K	Hold	3,949	–	–	﹤0.01%	1877
2025 Q1	$146K	Hold	3,949	–	–	﹤0.01%	1803
2024 Q4	$148K	Hold	3,949	–	–	﹤0.01%	1777
2024 Q3	$146K	Sell	3,949 -2,745	-41%	-$98.9K	﹤0.01%	1679
2024 Q2	$238K	Buy	6,694 +6,300	+1,599%	+$220K	﹤0.01%	1364
2024 Q1	$13.6K	Hold	394	–	–	﹤0.01%	2687
2023 Q4	$13.2K	Hold	394	–	–	﹤0.01%	2586
2023 Q3	$12.3K	Hold	394	–	–	﹤0.01%	2511
2023 Q2	$12.5K	Hold	394	–	–	﹤0.01%	2493
2023 Q1	$12.1K	Hold	394	–	–	﹤0.01%	2468
2022 Q4	$11.7K	Hold	394	–	–	﹤0.01%	2484
2022 Q3	$11K	Buy	+394	New	+$11.8K	﹤0.01%	2497

Other funds holding PJUN

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LWA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steward Partners Investment Advisory's PJUN Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Innovator US Equity Power Buffer ETF June (PJUN) position steady in Q1 2026 at 1,707 shares worth $71.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

Steward Partners Investment Advisory first reported a position in PJUN in Q3 2022 and has held it in 15 quarters since. The position peaked at $238K in Q2 2024. 163 funds tracked by Wall St. Rank hold PJUN as of Q1 2026.

Steward Partners Investment Advisory held 1,707 shares of Innovator US Equity Power Buffer ETF June worth $71.4K as of Q1 2026.
Steward Partners Investment Advisory left its Innovator US Equity Power Buffer ETF June share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF June made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2585 holding.
Steward Partners Investment Advisory first reported a position in Innovator US Equity Power Buffer ETF June in Q3 2022 and has held it in 15 quarters since.
Steward Partners Investment Advisory's Innovator US Equity Power Buffer ETF June position peaked at $238K in Q2 2024.
163 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.