Wealth Enhancement Advisory Services
NJUN

Wealth Enhancement Advisory Services’s Innovator Growth-100 Power Buffer ETF - June NJUN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NJUN Stock Details NJUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,550
Closed -$451K – 3190
2024
Q4 		$451K Hold
16,550
– – ﹤0.01% 2065
2024
Q3 		$437K Hold
16,550
– – ﹤0.01% 1909
2024
Q2 		$428K Buy
+16,550
New +$425K ﹤0.01% 1739

Other funds holding NJUN

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWP
Ascent Wealth Partners New Hartford, New York $860M AUM 23.3% 1-Year Est. Return

Wealth Enhancement Advisory Services's NJUN Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Innovator Growth-100 Power Buffer ETF - June (NJUN) in Q1 2025, closing a stake of 16,550 shares — an estimated $451K sold.

Wealth Enhancement Advisory Services first reported a position in NJUN in Q2 2024 and held it in 3 quarters. The position peaked at $451K in Q4 2024. 25 funds tracked by Wall St. Rank hold NJUN as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Innovator Growth-100 Power Buffer ETF - June position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 16,550 Innovator Growth-100 Power Buffer ETF - June shares in Q1 2025, an estimated $451K.
  • Wealth Enhancement Advisory Services first reported a position in Innovator Growth-100 Power Buffer ETF - June in Q2 2024 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Innovator Growth-100 Power Buffer ETF - June position peaked at $451K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF - June as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.