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Vantage Financial Partners (Wisconsin)’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		– Sell
-7,139
Closed -$234K – 135
2023
Q3 		$234K Sell
7,139
-539
-7% -$18.1K 0.09% 69
2023
Q2 		$258K Buy
+7,678
New +$248K 0.1% 67

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Vantage Financial Partners (Wisconsin)'s BJUN Position: Q4 2023 in Review

Vantage Financial Partners (Wisconsin) sold out of Innovator US Equity Buffer ETF June (BJUN) in Q4 2023, closing a stake of 7,139 shares — an estimated $234K sold.

Vantage Financial Partners (Wisconsin) first reported a position in BJUN in Q2 2023 and held it in 2 quarters. The position peaked at $258K in Q2 2023. 71 funds tracked by Wall St. Rank hold BJUN as of Q4 2023.

  • Vantage Financial Partners (Wisconsin) reported no remaining Innovator US Equity Buffer ETF June position as of Q4 2023 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 7,139 Innovator US Equity Buffer ETF June shares in Q4 2023, an estimated $234K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Innovator US Equity Buffer ETF June in Q2 2023 and held it in 2 quarters.
  • Vantage Financial Partners (Wisconsin)'s Innovator US Equity Buffer ETF June position peaked at $258K in Q2 2023.
  • 71 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q4 2023.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2023, filed 5 Feb 2024.