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WealthPLAN Partners’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

WealthPLAN Partners’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
-97,890
Closed -$3.83M – 258
2024
Q2 		$3.83M Buy
+97,890
New +$3.72M 0.41% 72

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 $13B AUM 71.84% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthPLAN Partners's BJUN Position: Q3 2024 in Review

WealthPLAN Partners sold out of Innovator US Equity Buffer ETF June (BJUN) in Q3 2024, closing a stake of 97,890 shares — an estimated $3.83M sold.

WealthPLAN Partners first reported a position in BJUN in Q2 2024 and held it in 1 quarter. The position peaked at $3.83M in Q2 2024. 77 funds tracked by Wall St. Rank hold BJUN as of Q3 2024.

  • WealthPLAN Partners reported no remaining Innovator US Equity Buffer ETF June position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 97,890 Innovator US Equity Buffer ETF June shares in Q3 2024, an estimated $3.83M.
  • WealthPLAN Partners first reported a position in Innovator US Equity Buffer ETF June in Q2 2024 and held it in 1 quarter.
  • WealthPLAN Partners's Innovator US Equity Buffer ETF June position peaked at $3.83M in Q2 2024.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.