IJUN β€” INNOVATOR ETFS TRUST

Ownership history in FIDUCIARY FINANCIAL GROUP, LLC  Β·  7 quarters on record

AI Ownership Summary

FIDUCIARY FINANCIAL GROUP, LLC reported INNOVATOR ETFS TRUST (IJUN) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.35% in 2024 Q2. The latest visible filing shows IJUN at 0.25% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IJUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIDUCIARY FINANCIAL GROUP, LLC's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IJUN was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIDUCIARY FINANCIAL GROUP, LLC held IJUN β€” position size vs. price
% of Fund (quarterly)    IJUN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 60,308 β€” 0% 0.25% $1.8M 2026-02-14 (Est.) $30.18
2025 Q3 UNCHANGED 60,308 β€” 0% 0.27% $1.7M 2025-10-10 $28.21
2025 Q2 ADDED 60,308 +3,878 +6.9% 0.30% $1.7M 2025-07-03 $27.71
2025 Q1 UNCHANGED 56,430 β€” 0% 0.31% $1.4M 2025-04-15 $25.39
2024 Q4 UNCHANGED 56,430 β€” 0% 0.30% $1.4M 2025-01-14 $24.59
2024 Q3 UNCHANGED 56,430 β€” 0% 0.33% $1.5M 2024-10-10 $25.75
2024 Q2 INITIATED 56,430 β€” β€” 0.35% $1.4M 2024-07-18 $25.27

🏒 Other funds also holding IJUN

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.05% Global Wealth Strategies & Associates 3Y 0.01%

FAQ About FIDUCIARY FINANCIAL GROUP, LLC and IJUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIDUCIARY FINANCIAL GROUP, LLC reported owning IJUN?

FIDUCIARY FINANCIAL GROUP, LLC reported IJUN across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported IJUN position in FIDUCIARY FINANCIAL GROUP, LLC's portfolio?

The largest reported portfolio weight for IJUN was 0.35% in 2024 Q2.

What is the latest reported IJUN position on this page?

The most recent filing on this page is 2025 Q4, when FIDUCIARY FINANCIAL GROUP, LLC reported 60,308 shares, equal to 0.25% of portfolio, with an estimated market value of $1.8M.

What does the chart on this IJUN ownership page compare?

The chart compares FIDUCIARY FINANCIAL GROUP, LLC's quarterly IJUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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