Wolff Wiese Magana’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Wolff Wiese Magana’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
2023 Q2	–	Sell	-162	Closed	-$4.99K	–	831
2023 Q1	$4.99K	Hold	162	–	–	﹤0.01%	427
2022 Q4	$4.82K	Hold	162	–	–	﹤0.01%	420
2022 Q3	$5K	Hold	162	–	–	﹤0.01%	613
2022 Q2	$5K	Hold	162	–	–	﹤0.01%	635
2022 Q1	$5K	Hold	162	–	–	﹤0.01%	641
2021 Q4	$5K	Hold	162	–	–	﹤0.01%	638
2021 Q3	$5K	Hold	162	–	–	﹤0.01%	626
2021 Q2	$5K	Buy	+162	New	+$4.98K	﹤0.01%	627

Other funds holding PJUN

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

BCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

PCS

Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VFPI

Vantage Financial Partners (Illinois) Arlington Heights, Illinois $402M AUM 12.97% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Wolff Wiese Magana's PJUN Position: Q2 2023 in Review

Wolff Wiese Magana sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q2 2023, closing a stake of 162 shares — an estimated $4.99K sold.

Wolff Wiese Magana first reported a position in PJUN in Q2 2021 and held it in 8 quarters. The position peaked at $5K in Q3 2022. 153 funds tracked by Wall St. Rank hold PJUN as of Q2 2023.

Wolff Wiese Magana reported no remaining Innovator US Equity Power Buffer ETF June position as of Q2 2023 after selling out during the quarter.
Wolff Wiese Magana sold 162 Innovator US Equity Power Buffer ETF June shares in Q2 2023, an estimated $4.99K.
Wolff Wiese Magana first reported a position in Innovator US Equity Power Buffer ETF June in Q2 2021 and held it in 8 quarters.
Wolff Wiese Magana's Innovator US Equity Power Buffer ETF June position peaked at $5K in Q3 2022.
153 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q2 2023.

Based on Wolff Wiese Magana's 13F filing for Q2 2023, filed 1 Aug 2023.