T
BJUN icon

TCWP’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

TCWP’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 		– Sell
-210,801
Closed -$7.07M – 111
2023
Q2 		$7.07M Buy
+210,801
New +$6.81M 1.51% 18

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

TCWP's BJUN Position: Q3 2023 in Review

TCWP sold out of Innovator US Equity Buffer ETF June (BJUN) in Q3 2023, closing a stake of 210,801 shares — an estimated $7.07M sold.

TCWP first reported a position in BJUN in Q2 2023 and held it in 1 quarter. The position peaked at $7.07M in Q2 2023. 72 funds tracked by Wall St. Rank hold BJUN as of Q3 2023.

  • TCWP reported no remaining Innovator US Equity Buffer ETF June position as of Q3 2023 after selling out during the quarter.
  • TCWP sold 210,801 Innovator US Equity Buffer ETF June shares in Q3 2023, an estimated $7.07M.
  • TCWP first reported a position in Innovator US Equity Buffer ETF June in Q2 2023 and held it in 1 quarter.
  • TCWP's Innovator US Equity Buffer ETF June position peaked at $7.07M in Q2 2023.
  • 72 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q3 2023.

Based on TCWP's 13F filing for Q3 2023, filed 24 Oct 2023.