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

WealthPLAN Partners’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
2024
Q4 		– Sell
-11,356
Closed -$419K – 256
2024
Q3 		$419K Sell
11,356
-18,149
-62% -$654K 0.06% 192
2024
Q2 		$1.05M Buy
29,505
+18,928
+179% +$660K 0.11% 143
2024
Q1 		$365K Sell
10,577
-2,344
-18% -$79.7K 0.04% 235
2023
Q4 		$431K Sell
12,921
-74
-0.6% -$2.38K 0.04% 233
2023
Q3 		$407K Buy
12,995
+2,699
+26% +$85.8K 0.05% 230
2023
Q2 		$326K Sell
10,296
-2,107
-17% -$65.1K 0.05% 237
2023
Q1 		$382K Sell
12,403
-4,468
-26% -$136K 0.04% 223
2022
Q4 		$523K Buy
+16,871
New +$500K 0.04% 249
2022
Q1 		$488K Sell
15,770
-591
-4% -$18.8K 0.03% 252
2021
Q4 		$522K Buy
16,361
+119
+0.7% +$3.79K 0.03% 248
2021
Q3 		$518K Buy
16,242
+312
+2% +$9.78K 0.03% 253
2021
Q2 		$501K Buy
15,930
+2,264
+17% +$69.7K 0.04% 236
2021
Q1 		$419K Sell
13,666
-3,282
-19% -$99.6K 0.03% 240
2020
Q4 		$513K Sell
16,948
-674,083
-98% -$20M 0.04% 213
2020
Q3 		$20.5M Buy
691,031
+46,895
+7% +$1.35M 2% 10
2020
Q2 		$18.7M Buy
+644,136
New +$17.3M 1.94% 10

Other funds holding PJUN

AllianceBernstein
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
WCM
Weaver Capital Management Suwanee, Georgia $454M AUM 20.18% 1-Year Est. Return

WealthPLAN Partners's PJUN Position: Q4 2024 in Review

WealthPLAN Partners sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q4 2024, closing a stake of 11,356 shares — an estimated $419K sold.

WealthPLAN Partners first reported a position in PJUN in Q2 2020 and held it in 16 quarters. The position peaked at $20.5M in Q3 2020. 162 funds tracked by Wall St. Rank hold PJUN as of Q4 2024.

  • WealthPLAN Partners reported no remaining Innovator US Equity Power Buffer ETF June position as of Q4 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 11,356 Innovator US Equity Power Buffer ETF June shares in Q4 2024, an estimated $419K.
  • WealthPLAN Partners first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2020 and held it in 16 quarters.
  • WealthPLAN Partners's Innovator US Equity Power Buffer ETF June position peaked at $20.5M in Q3 2020.
  • 162 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q4 2024.

Based on WealthPLAN Partners's 13F filing for Q4 2024, filed 30 Jan 2025.