WIM
BJUN icon

WealthPlan Investment Management’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

WealthPlan Investment Management’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
Q3 		– Sell
-159,546
Closed -$6.24M – 249
2024
Q2 		$6.24M Buy
+159,546
New +$6.07M 0.94% 42

Other funds holding BJUN

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
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WealthPlan Investment Management's BJUN Position: Q3 2024 in Review

WealthPlan Investment Management sold out of Innovator US Equity Buffer ETF June (BJUN) in Q3 2024, closing a stake of 159,546 shares — an estimated $6.24M sold.

WealthPlan Investment Management first reported a position in BJUN in Q2 2024 and held it in 1 quarter. The position peaked at $6.24M in Q2 2024. 77 funds tracked by Wall St. Rank hold BJUN as of Q3 2024.

  • WealthPlan Investment Management reported no remaining Innovator US Equity Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 159,546 Innovator US Equity Buffer ETF June shares in Q3 2024, an estimated $6.24M.
  • WealthPlan Investment Management first reported a position in Innovator US Equity Buffer ETF June in Q2 2024 and held it in 1 quarter.
  • WealthPlan Investment Management's Innovator US Equity Buffer ETF June position peaked at $6.24M in Q2 2024.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q3 2024.

Based on WealthPlan Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.