VWA
PJUN icon

Visionary Wealth Advisors’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Visionary Wealth Advisors’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
2026
Q1 		$229K Sell
5,485
-475
-8% -$20K 0.01% 577
2025
Q4 		$250K Sell
5,960
-155
-3% -$6.42K 0.01% 543
2025
Q3 		$252K Sell
6,115
-127
-2% -$5.13K 0.01% 529
2025
Q2 		$248K Sell
6,242
-9
-0.1% -$340 0.01% 505
2025
Q1 		$231K Hold
6,251
– – 0.01% 495
2024
Q4 		$235K Sell
6,251
-361
-5% -$13.5K 0.01% 491
2024
Q3 		$244K Sell
6,612
-16
-0.2% -$576 0.01% 482
2024
Q2 		$236K Sell
6,628
-1,736
-21% -$60.6K 0.02% 461
2024
Q1 		$289K Sell
8,364
-327
-4% -$11.1K 0.02% 408
2023
Q4 		$290K Sell
8,691
-660
-7% -$21.2K 0.02% 398
2023
Q3 		$293K Sell
9,351
-4,730
-34% -$150K 0.02% 369
2023
Q2 		$446K Buy
14,081
+1,768
+14% +$54.6K 0.04% 310
2023
Q1 		$379K Sell
12,313
-1,020
-8% -$31K 0.03% 312
2022
Q4 		$396K Hold
13,333
– – 0.04% 272
2022
Q3 		$378K Hold
13,333
– – 0.04% 261
2022
Q2 		$388K Buy
+13,333
New +$409K 0.03% 276

Other funds holding PJUN

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return