Number of Shares
114,802.00
Current Holdings Value*
$4.56 Mil
% of Portfolio
0.53%
Total Estimate Gain
$739,996.21
% of Total Estimate Gain
11.38%

ARS Wealth Advisors Group, LLC's Innovator U.S. Equity Power Buffer ETF - June Holding Summary

As of 2025-06-30, ARS Wealth Advisors Group, LLC held 114,802.00 shares of Innovator U.S. Equity Power Buffer ETF - June(PJUN), totaling $4.56 Mil. This investment constitutes 0.53% of their stock portfolio, and ARS Wealth Advisors Group, LLC now holds 0.63% of the outstanding Innovator U.S. Equity Power Buffer ETF - June(PJUN) stock.

The initial trade took place in 2023Q2. And since then ARS Wealth Advisors Group, LLC has made 4 purchases of PJUN, at an average price of $33.75, for a total of 192,661.00 shares. In addition, there have been 5 sales at an average price of $34.24 for 77,859.00 shares. Based on historical transaction data and PJUN's current price of $39.86, ARS Wealth Advisors Group, LLC's estimated gain on his PJUN holdings is $739,996.21, reflecting a 11.38% gain to date.

ARS Wealth Advisors Group, LLC PJUN ($39.86) Holding Chart

ARS Wealth Advisors Group, LLC PJUN ($39.86) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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