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

Wood Tarver Financial Group’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
2025 Q3	–	Sell	-3,326	Closed	-$132K	–	507
2025 Q2	$132K	Hold	3,326	–	–	0.04%	174
2025 Q1	$123K	Hold	3,326	–	–	0.04%	168
2024 Q4	$124K	Buy	+3,326	New	+$124K	0.04%	163

Other funds holding PJUN

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

BCM

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

BMM

Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LWA

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

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

Wood Tarver Financial Group sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q3 2025, closing a stake of 3,326 shares — an estimated $132K sold.

Wood Tarver Financial Group first reported a position in PJUN in Q4 2024 and held it in 3 quarters. The position peaked at $132K in Q2 2025. 157 funds tracked by Wall St. Rank hold PJUN as of Q3 2025.

Wood Tarver Financial Group reported no remaining Innovator US Equity Power Buffer ETF June position as of Q3 2025 after selling out during the quarter.
Wood Tarver Financial Group sold 3,326 Innovator US Equity Power Buffer ETF June shares in Q3 2025, an estimated $132K.
Wood Tarver Financial Group first reported a position in Innovator US Equity Power Buffer ETF June in Q4 2024 and held it in 3 quarters.
Wood Tarver Financial Group's Innovator US Equity Power Buffer ETF June position peaked at $132K in Q2 2025.
157 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q3 2025.

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