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Tradition Wealth Management’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Tradition Wealth Management’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
2024
Q4 		– Sell
-6,036
Closed -$246K – 424
2024
Q3 		$246K Hold
6,036
– – 0.02% 359
2024
Q2 		$236K Buy
+6,036
New +$230K 0.02% 358

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Commonwealth Equity Services
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SB
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BBPWM
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
W
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Tradition Wealth Management's BJUN Position: Q4 2024 in Review

Tradition Wealth Management sold out of Innovator US Equity Buffer ETF June (BJUN) in Q4 2024, closing a stake of 6,036 shares — an estimated $246K sold.

Tradition Wealth Management first reported a position in BJUN in Q2 2024 and held it in 2 quarters. The position peaked at $246K in Q3 2024. 79 funds tracked by Wall St. Rank hold BJUN as of Q4 2024.

  • Tradition Wealth Management reported no remaining Innovator US Equity Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 6,036 Innovator US Equity Buffer ETF June shares in Q4 2024, an estimated $246K.
  • Tradition Wealth Management first reported a position in Innovator US Equity Buffer ETF June in Q2 2024 and held it in 2 quarters.
  • Tradition Wealth Management's Innovator US Equity Buffer ETF June position peaked at $246K in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q4 2024.

Based on Tradition Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.