Stone House Investment Management’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Stone House Investment 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
2025 Q4	–	Sell	-1,450	Closed	-$59.7K	–	915
2025 Q3	$59.7K	Hold	1,450	–	–	0.01%	142
2025 Q2	$57.7K	Buy	+1,450	New	+$54.7K	0.01%	143
2023 Q4	–	Sell	-3,521	Closed	-$110K	–	358
2023 Q3	$110K	Sell	3,521 -40	-1%	-$1.27K	0.04%	52
2023 Q2	$113K	Buy	+3,561	New	+$110K	0.04%	57
2023 Q1	–	Sell	-8,287	Closed	-$246K	–	314
2022 Q4	$246K	Sell	8,287 -1,289	-13%	-$38.2K	0.09%	40
2022 Q3	$272K	Buy	+9,576	New	+$287K	0.13%	35

Other funds holding PJUN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 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

Stone House Investment Management's PJUN Position: Q4 2025 in Review

Stone House Investment Management sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q4 2025, closing a stake of 1,450 shares — an estimated $59.7K sold.

Stone House Investment Management first reported a position in PJUN in Q3 2022 and held it in 6 quarters. The position peaked at $272K in Q3 2022. 168 funds tracked by Wall St. Rank hold PJUN as of Q4 2025.

Stone House Investment Management reported no remaining Innovator US Equity Power Buffer ETF June position as of Q4 2025 after selling out during the quarter.
Stone House Investment Management sold 1,450 Innovator US Equity Power Buffer ETF June shares in Q4 2025, an estimated $59.7K.
Stone House Investment Management first reported a position in Innovator US Equity Power Buffer ETF June in Q3 2022 and held it in 6 quarters.
Stone House Investment Management's Innovator US Equity Power Buffer ETF June position peaked at $272K in Q3 2022.
168 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q4 2025.

Based on Stone House Investment Management's 13F filing for Q4 2025, filed 21 Jan 2026.