Global Wealth Strategies & Associates PJUN β€” INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE

Ownership history in Global Wealth Strategies & Associates  Β·  3 quarters on record

AI Ownership Summary

Global Wealth Strategies & Associates reported INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE (PJUN) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.02% in 2025 Q3. The latest visible filing shows PJUN at 0.02% 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 PJUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Wealth Strategies & Associates's position in INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE, 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
2026 Q1

PJUN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 Global Wealth Strategies & Associates held PJUN β€” position size vs. price
% of Fund (quarterly)    PJUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 1,642 -80 -4.6% 0.02% $69K 2026-04-03 $41.94
2025 Q4 REDUCED 5.2% -0.1% βœ… 1,722 -95 -5.2% 0.02% $72K 2026-01-02 $41.92
2025 Q3 INITIATED β€” β€” β€” 1,817 β€” β€” 0.02% $75K 2025-10-02 $41.14

FAQ About Global Wealth Strategies & Associates and PJUN

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

How long has Global Wealth Strategies & Associates reported owning PJUN?

Global Wealth Strategies & Associates reported PJUN across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported PJUN position in Global Wealth Strategies & Associates's portfolio?

The largest reported portfolio weight for PJUN was 0.02% in 2025 Q3.

What is the latest reported PJUN position on this page?

The most recent filing on this page is 2026 Q1, when Global Wealth Strategies & Associates reported 1,642 shares, equal to 0.02% of portfolio, with an estimated market value of $69K.

What does the chart on this PJUN ownership page compare?

The chart compares Global Wealth Strategies & Associates's quarterly PJUN 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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