U.S. Capital Wealth Advisors’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

U.S. Capital Wealth Advisors’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 Q1	–	Sell	-500	Closed	-$15.3K	–	736
2022 Q4	$15.3K	Buy	+500	New	+$15.3K	﹤0.01%	1170

Other funds holding BJUN

Cerity Partners New York $70.8B AUM 21.68% 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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

BMM

Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return

U.S. Capital Wealth Advisors's BJUN Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Innovator US Equity Buffer ETF June (BJUN) in Q1 2023, closing a stake of 500 shares — an estimated $15.3K sold.

U.S. Capital Wealth Advisors first reported a position in BJUN in Q4 2022 and held it in 1 quarter. The position peaked at $15.3K in Q4 2022. 58 funds tracked by Wall St. Rank hold BJUN as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Innovator US Equity Buffer ETF June position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 500 Innovator US Equity Buffer ETF June shares in Q1 2023, an estimated $15.3K.
U.S. Capital Wealth Advisors first reported a position in Innovator US Equity Buffer ETF June in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Innovator US Equity Buffer ETF June position peaked at $15.3K in Q4 2022.
58 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.