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

WealthPlan Investment Management’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 Q2	$227K	Hold	5,249	–	–	0.01%	440
2026 Q1	$220K	Hold	5,249	–	–	0.01%	434
2025 Q4	$220K	Sell	5,249 -195	-4%	-$8.07K	0.01%	354
2025 Q3	$224K	Hold	5,444	–	–	0.01%	306
2025 Q2	$216K	Hold	5,444	–	–	0.02%	325
2025 Q1	$201K	Sell	5,444 -1,274	-19%	-$48K	0.02%	260
2024 Q4	$252K	Buy	+6,718	New	+$251K	0.02%	233
2023 Q2	–	Sell	-4,539	Closed	-$140K	–	440
2023 Q1	$140K	Sell	4,539 -12,332	-73%	-$375K	0.02%	180
2022 Q4	$524K	Buy	16,871 +162	+1%	+$4.8K	0.04%	249
2022 Q3	$502K	Buy	+16,709	New	+$501K	0.04%	245
2022 Q1	$488K	Buy	+15,770	New	+$501K	0.03%	252

Other funds holding PJUN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

WealthPlan Investment Management's PJUN Position: Q2 2026 in Review

WealthPlan Investment Management held its Innovator US Equity Power Buffer ETF June (PJUN) position steady in Q2 2026 at 5,249 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #440.

WealthPlan Investment Management first reported a position in PJUN in Q1 2022 and has held it in 11 quarters since. The position peaked at $524K in Q4 2022. 195 funds tracked by Wall St. Rank hold PJUN as of Q2 2026.

WealthPlan Investment Management held 5,249 shares of Innovator US Equity Power Buffer ETF June worth $227K as of Q2 2026.
WealthPlan Investment Management left its Innovator US Equity Power Buffer ETF June share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF June made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #440 holding.
WealthPlan Investment Management first reported a position in Innovator US Equity Power Buffer ETF June in Q1 2022 and has held it in 11 quarters since.
WealthPlan Investment Management's Innovator US Equity Power Buffer ETF June position peaked at $524K in Q4 2022.
195 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.