Beacon Financial Advisory LLC Innovator U.S. Equity Buffer E Transaction History

Beacon Financial Advisory LLC

  • $344 Million
  • Q2 2025

A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 19,015 shares of BJUN stock, worth $743,486. This represents 0.22% of its overall portfolio holdings.

Number of Shares
19,015
Previous 11,405 66.73%
Holding current value
$743,486
Previous $445,000 66.97%
% of portfolio
0.22%
Previous 0.15%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
N/A
7,610 Added 66.73%
19,015 $743,000
Q3 2024

Oct 30, 2024
SELL
$39.1 - $39.1 $25,727 - $25,727
-658 Reduced 5.45%
11,405 $445,000
Q2 2024

Jul 26, 2024
BUY
$37.03 - $39.13 $4,369 - $4,617
118 Added 0.99%
12,063 $471,000
Q1 2024

May 01, 2024
SELL
$35.29 - $37.6 $9,810 - $10,452
-278 Reduced 2.27%
11,945 $449,000
Q2 2023

Jul 17, 2023
BUY
$31.72 - $33.55 $161,772 - $171,105
5,100 Added 71.6%
12,223 $410,000
Q2 2022

Jul 25, 2022
BUY
$29.12 - $34.51 $207,421 - $245,814
7,123 New
7,123 $212,000

Others Institutions Holding BJUN

# of Institutions
97
Shares Held
2.73M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BJUN Quotes by TradingView
  • Ticker BJUN
  • Sector ETFs
  • Industry ETFs
More about BJUN
Track This Portfolio

Track Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email