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Whittier Trust’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Whittier Trust’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
2021
Q2 		– Sell
-800
Closed -$25K – 1547
2021
Q1 		$25K Hold
800
– – ﹤0.01% 1088
2020
Q4 		$24K Buy
+800
New +$23.7K ﹤0.01% 997

Other funds holding PJUN

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Whittier Trust's PJUN Position: Q2 2021 in Review

Whittier Trust sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q2 2021, closing a stake of 800 shares — an estimated $25K sold.

Whittier Trust first reported a position in PJUN in Q4 2020 and held it in 2 quarters. The position peaked at $25K in Q1 2021. 78 funds tracked by Wall St. Rank hold PJUN as of Q2 2021.

  • Whittier Trust reported no remaining Innovator US Equity Power Buffer ETF June position as of Q2 2021 after selling out during the quarter.
  • Whittier Trust sold 800 Innovator US Equity Power Buffer ETF June shares in Q2 2021, an estimated $25K.
  • Whittier Trust first reported a position in Innovator US Equity Power Buffer ETF June in Q4 2020 and held it in 2 quarters.
  • Whittier Trust's Innovator US Equity Power Buffer ETF June position peaked at $25K in Q1 2021.
  • 78 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2021.

Based on Whittier Trust's 13F filing for Q2 2021, filed 29 Jul 2021.