James T. Borello RIA’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

James T. Borello RIA’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
2026 Q3	$954K	Buy	21,686 +806	+4%	+$35.3K	0.2%	55
2026 Q2	$903K	Buy	20,880 +6,893	+49%	+$296K	0.19%	55
2026 Q1	$585K	Sell	13,987 -2,036	-13%	-$85.6K	0.15%	60
2025 Q4	$671K	Sell	16,023 -200	-1%	-$8.28K	0.17%	55
2025 Q3	$668K	Sell	16,223 -2,445	-13%	-$98.9K	0.18%	56
2025 Q2	$742K	Hold	18,668	–	–	0.22%	48
2025 Q1	$691K	Sell	18,668 -267	-1%	-$10.1K	0.22%	47
2024 Q4	$710K	Sell	18,935 -27	-0.1%	-$1.01K	0.26%	46
2024 Q3	$699K	Buy	18,962 +3,543	+23%	+$128K	0.28%	41
2024 Q2	$549K	Sell	15,419 -2,217	-13%	-$77.4K	0.24%	43
2024 Q1	$609K	Sell	17,636 -34	-0.2%	-$1.16K	0.28%	40
2023 Q4	$590K	Buy	+17,670	New	+$568K	0.48%	30

Other funds holding PJUN

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

WCM

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

ARS Wealth Advisors Group St. Petersburg, Florida $1.37B AUM 18.29% 1-Year Est. Return

SEP

Southland Equity Partners Wildwood, Missouri $583M AUM 16.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sherry Group Mountain Home, Arkansas $107M AUM 11.17% 1-Year Est. Return

IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

James T. Borello RIA's PJUN Position: Q3 2026 in Review

James T. Borello RIA increased its Innovator US Equity Power Buffer ETF June (PJUN) stake by 3.9% in Q3 2026, buying an estimated $35.3K and bringing the position to 21,686 shares worth $954K. The position accounts for 0.2% of the portfolio, ranked #55.

James T. Borello RIA first reported a position in PJUN in Q4 2023 and has held it in 12 quarters since. 36 funds tracked by Wall St. Rank hold PJUN as of Q3 2026.

James T. Borello RIA held 21,686 shares of Innovator US Equity Power Buffer ETF June worth $954K as of Q3 2026.
James T. Borello RIA bought 806 Innovator US Equity Power Buffer ETF June shares in Q3 2026, an estimated $35.3K.
Innovator US Equity Power Buffer ETF June made up 0.2% of James T. Borello RIA's portfolio in Q3 2026, its #55 holding.
James T. Borello RIA first reported a position in Innovator US Equity Power Buffer ETF June in Q4 2023 and has held it in 12 quarters since.
36 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF June as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.