TFO Wealth Partners’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

TFO Wealth Partners’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 Q2	–	Sell	-8,977	Closed	-$332K	–	47
2025 Q1	$332K	Buy	+8,977	New	+$339K	0.07%	31
2024 Q3	–	Sell	-8,977	Closed	-$320K	–	47
2024 Q2	$320K	Hold	8,977	–	–	0.06%	36
2024 Q1	$310K	Hold	8,977	–	–	0.06%	33
2023 Q4	$300K	Hold	8,977	–	–	0.06%	32
2023 Q3	$284K	Hold	8,977	–	–	0.06%	38
2023 Q2	$284K	Hold	8,977	–	–	0.06%	35
2023 Q1	$276K	Buy	8,977 +267	+3%	+$8.12K	0.06%	35
2022 Q4	$260K	Sell	8,710 -267	-3%	-$7.92K	0.06%	36
2022 Q3	$255K	Hold	8,977	–	–	0.06%	37
2022 Q2	$261K	Hold	8,977	–	–	0.06%	40
2022 Q1	$289K	Hold	8,977	–	–	0.06%	36
2021 Q4	$287K	Hold	8,977	–	–	0.06%	34
2021 Q3	$279K	Hold	8,977	–	–	0.06%	31
2021 Q2	$279K	Hold	8,977	–	–	0.06%	26
2021 Q1	$275K	Hold	8,977	–	–	0.08%	28
2020 Q4	$270K	Buy	+8,977	New	+$266K	0.09%	25

Other funds holding PJUN

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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 $976M AUM 13.87% 1-Year Est. Return

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

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

LWA

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

TFO Wealth Partners's PJUN Position: Q2 2025 in Review

TFO Wealth Partners sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q2 2025, closing a stake of 8,977 shares — an estimated $332K sold.

TFO Wealth Partners first reported a position in PJUN in Q4 2020 and held it in 16 quarters. The position peaked at $332K in Q1 2025. 158 funds tracked by Wall St. Rank hold PJUN as of Q2 2025.

TFO Wealth Partners reported no remaining Innovator US Equity Power Buffer ETF June position as of Q2 2025 after selling out during the quarter.
TFO Wealth Partners sold 8,977 Innovator US Equity Power Buffer ETF June shares in Q2 2025, an estimated $332K.
TFO Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF June in Q4 2020 and held it in 16 quarters.
TFO Wealth Partners's Innovator US Equity Power Buffer ETF June position peaked at $332K in Q1 2025.
158 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2025.

Based on TFO Wealth Partners's 13F filing for Q2 2025, filed 7 Aug 2025.