YWS
PJUN icon

Yarger Wealth Strategies’s Innovator US Equity Power Buffer ETF June PJUN Stock Holding History

Yarger Wealth Strategies’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
Q2 		$2.65M Buy
60,872
+342
+0.6% +$14.7K 0.96% 28
2026
Q1 		$2.53M Sell
60,530
-6,241
-9% -$262K 1.03% 26
2025
Q4 		$2.8M Sell
66,771
-10
-0% -$414 1.2% 24
2025
Q3 		$2.75M Sell
66,781
-8,915
-12% -$360K 1.26% 23
2025
Q2 		$3.01M Buy
75,696
+2,513
+3% +$94.8K 1.57% 18
2025
Q1 		$2.71M Sell
73,183
-502
-0.7% -$18.9K 1.58% 20
2024
Q4 		$2.76M Sell
73,685
-44,353
-38% -$1.66M 1.59% 19
2024
Q3 		$4.35M Sell
118,038
-2,888
-2% -$104K 2.41% 15
2024
Q2 		$4.31M Buy
120,926
+37,241
+45% +$1.3M 2.59% 14
2024
Q1 		$2.89M Sell
83,685
-47,499
-36% -$1.61M 1.97% 18
2023
Q4 		$4.38M Sell
131,184
-621
-0.5% -$20K 3.53% 11
2023
Q3 		$4.13M Sell
131,805
-613
-0.5% -$19.5K 3.51% 10
2023
Q2 		$4.19M Buy
+132,418
New +$4.09M 3.77% 9

Other funds holding PJUN

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return