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Woodard & Company Asset Management Group’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Woodard & Company Asset Management 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
2023
Q1 		– Sell
-700
Closed -$20.8K – 104
2022
Q4 		$20.8K Buy
+700
New +$20.8K 0.01% 88
2020
Q2 		– Sell
-100
Closed -$2K – 96
2020
Q1 		$2K Buy
+100
New +$2.65K ﹤0.01% 84

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PCM
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PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
VFPI
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Woodard & Company Asset Management Group's PJUN Position: Q1 2023 in Review

Woodard & Company Asset Management Group sold out of Innovator US Equity Power Buffer ETF June (PJUN) in Q1 2023, closing a stake of 700 shares — an estimated $20.8K sold.

Woodard & Company Asset Management Group first reported a position in PJUN in Q1 2020 and held it in 2 quarters. The position peaked at $20.8K in Q4 2022. 111 funds tracked by Wall St. Rank hold PJUN as of Q1 2023.

  • Woodard & Company Asset Management Group reported no remaining Innovator US Equity Power Buffer ETF June position as of Q1 2023 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 700 Innovator US Equity Power Buffer ETF June shares in Q1 2023, an estimated $20.8K.
  • Woodard & Company Asset Management Group first reported a position in Innovator US Equity Power Buffer ETF June in Q1 2020 and held it in 2 quarters.
  • Woodard & Company Asset Management Group's Innovator US Equity Power Buffer ETF June position peaked at $20.8K in Q4 2022.
  • 111 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q1 2023.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2023, filed 12 May 2023.