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Stuart Chaussee & Associates’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Stuart Chaussee & Associates’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
2025
Q4 		– Sell
-25,355
Closed -$1.16M – 24
2025
Q3 		$1.16M Hold
25,355
– – 0.25% 16
2025
Q2 		$1.11M Buy
+25,355
New +$1.05M 0.25% 18

Other funds holding BJUN

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Stuart Chaussee & Associates's BJUN Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Buffer ETF June (BJUN) in Q4 2025, closing a stake of 25,355 shares — an estimated $1.16M sold.

Stuart Chaussee & Associates first reported a position in BJUN in Q2 2025 and held it in 2 quarters. The position peaked at $1.16M in Q3 2025. 86 funds tracked by Wall St. Rank hold BJUN as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Innovator US Equity Buffer ETF June position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 25,355 Innovator US Equity Buffer ETF June shares in Q4 2025, an estimated $1.16M.
  • Stuart Chaussee & Associates first reported a position in Innovator US Equity Buffer ETF June in Q2 2025 and held it in 2 quarters.
  • Stuart Chaussee & Associates's Innovator US Equity Buffer ETF June position peaked at $1.16M in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.