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Wood Tarver Financial Group’s Innovator US Equity Buffer ETF June BJUN Stock Holding History

Wood Tarver Financial Group’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
2025
Q3 		– Sell
-201
Closed -$8K – 210
2025
Q2 		$8K Hold
201
– – ﹤0.01% 434
2025
Q1 		$8.14K Hold
201
– – ﹤0.01% 431
2024
Q4 		$8K Buy
+201
New +$8.31K ﹤0.01% 419

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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
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wood Tarver Financial Group's BJUN Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Innovator US Equity Buffer ETF June (BJUN) in Q3 2025, closing a stake of 201 shares — an estimated $8K sold.

Wood Tarver Financial Group first reported a position in BJUN in Q4 2024 and held it in 3 quarters. The position peaked at $8.14K in Q1 2025. 84 funds tracked by Wall St. Rank hold BJUN as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Innovator US Equity Buffer ETF June position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 201 Innovator US Equity Buffer ETF June shares in Q3 2025, an estimated $8K.
  • Wood Tarver Financial Group first reported a position in Innovator US Equity Buffer ETF June in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Innovator US Equity Buffer ETF June position peaked at $8.14K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF June as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.