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

Truist Financial’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
Q2 		– Sell
-6,140
Closed -$231K – 2652
2024
Q1 		$231K Sell
6,140
-202
-3% -$7.41K ﹤0.01% 2421
2023
Q4 		$226K Hold
6,342
– – ﹤0.01% 2449
2023
Q3 		$208K Hold
6,342
– – ﹤0.01% 2436
2023
Q2 		$213K Sell
6,342
-95
-1% -$3.07K ﹤0.01% 2416
2023
Q1 		$206K Buy
+6,437
New +$203K ﹤0.01% 2411

Other funds holding BJUN

OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial's BJUN Position: Q2 2024 in Review

Truist Financial sold out of Innovator US Equity Buffer ETF June (BJUN) in Q2 2024, closing a stake of 6,140 shares — an estimated $231K sold.

Truist Financial first reported a position in BJUN in Q1 2023 and held it in 5 quarters. The position peaked at $231K in Q1 2024. 80 funds tracked by Wall St. Rank hold BJUN as of Q2 2024.

  • Truist Financial reported no remaining Innovator US Equity Buffer ETF June position as of Q2 2024 after selling out during the quarter.
  • Truist Financial sold 6,140 Innovator US Equity Buffer ETF June shares in Q2 2024, an estimated $231K.
  • Truist Financial first reported a position in Innovator US Equity Buffer ETF June in Q1 2023 and held it in 5 quarters.
  • Truist Financial's Innovator US Equity Buffer ETF June position peaked at $231K in Q1 2024.
  • 80 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2024.

Based on Truist Financial's 13F filing for Q2 2024, filed 21 Aug 2024.