Whipplewood Advisors’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Whipplewood Advisors’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
2026 Q2	–	Sell	-398	Closed	-$18.4K	–	684
2026 Q1	$18.4K	Hold	398	–	–	0.01%	406
2025 Q4	$18.6K	Sell	398 -48	-11%	-$2.21K	0.01%	252
2025 Q3	$20.4K	Sell	446 -2,509	-85%	-$112K	0.01%	242
2025 Q2	$129K	Buy	2,955 +2,020	+216%	+$83.3K	0.07%	205
2025 Q1	$1.09M	Sell	935 -26,609	-97%	-$1.11M	0.65%	35
2024 Q4	$1.14M	Buy	+27,544	New	+$1.14M	0.65%	37

Other funds holding BJUN

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

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

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

Whipplewood Advisors's BJUN Position: Q2 2026 in Review

Whipplewood Advisors sold out of Innovator US Equity Buffer ETF June (BJUN) in Q2 2026, closing a stake of 398 shares — an estimated $18.4K sold.

Whipplewood Advisors first reported a position in BJUN in Q4 2024 and held it in 6 quarters. The position peaked at $1.14M in Q4 2024. 89 funds tracked by Wall St. Rank hold BJUN as of Q2 2026.

Whipplewood Advisors reported no remaining Innovator US Equity Buffer ETF June position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 398 Innovator US Equity Buffer ETF June shares in Q2 2026, an estimated $18.4K.
Whipplewood Advisors first reported a position in Innovator US Equity Buffer ETF June in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's Innovator US Equity Buffer ETF June position peaked at $1.14M in Q4 2024.
89 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.