Avantax Advisory Services, Inc. Innovator U.S. Small Cap Power Transaction History

Avantax Advisory Services, Inc.

$16 Billion
Q1 2025

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 32,596 shares of KJUL stock, worth $919,859. This represents 0.01% of its overall portfolio holdings.

Number of Shares

32,596

Previous 33,630 3.07%

Holding current value

$919,859

Previous $990,000 7.98%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$27.83 - $30.18 $28,776 - $31,206	-1,034 Reduced 3.07%	32,596 $911,000
Q4 2024 Feb 07, 2025	SELL	$28.78 - $30.34 $57,560 - $60,680	-2,000 Reduced 5.61%	33,630 $990,000
Q3 2024 Nov 13, 2024	SELL	$27.38 - $29.23 $8,433 - $9,002	-308 Reduced 0.86%	35,630 $1.04 Million
Q2 2024 Aug 09, 2024	SELL	$26.59 - $28.26 $28,185 - $29,955	-1,060 Reduced 2.87%	35,938 $993,000
Q1 2024 May 08, 2024	SELL	$26.22 - $28.08 $9,963 - $10,670	-380 Reduced 1.02%	36,998 $1.04 Million
Q4 2023 Feb 07, 2024	SELL	$23.87 - $27.32 $1.51 Million - $1.73 Million	-63,249 Reduced 62.85%	37,378 $1.01 Million
Q3 2023 Nov 07, 2023	BUY	$24.83 - $26.45 $155,932 - $166,106	6,280 Added 6.66%	100,627 $2.52 Million
Q2 2023 Aug 11, 2023	BUY	$23.89 - $25.77 $406,273 - $438,244	17,006 Added 21.99%	94,347 $2.42 Million
Q1 2023 Apr 28, 2023	SELL	$24.02 - $26.06 $3,891 - $4,221	-162 Reduced 0.21%	77,341 $1.92 Million
Q4 2022 Feb 13, 2023	BUY	$23.21 - $24.96 $303,401 - $326,277	13,072 Added 20.29%	77,503 $1.88 Million
Q3 2022 Nov 01, 2022	BUY	$22.95 - $25.25 $699,952 - $770,099	30,499 Added 89.88%	64,431 $1.49 Million
Q2 2022 Aug 02, 2022	SELL	$22.69 - $25.89 $47,081 - $53,721	-2,075 Reduced 5.76%	33,932 $793,000
Q1 2022 Apr 27, 2022	BUY	$24.6 - $26.59 $423,120 - $457,348	17,200 Added 91.46%	36,007 $922,000
Q4 2021 Jan 24, 2022	BUY	$25.82 - $27.24 $28,737 - $30,318	1,113 Added 6.29%	18,807 $498,000
Q3 2021 Oct 21, 2021	BUY	$25.55 - $26.66 $143,744 - $149,989	5,626 Added 46.62%	17,694 $460,000
Q2 2021 Jul 29, 2021	BUY	$26.41 - $26.61 $318,715 - $321,129	12,068 New	12,068 $319,000
Q4 2020 Jan 22, 2021	SELL	$23.95 - $25.97 $587,014 - $636,524	-24,510 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$22.83 - $24.36 $559,563 - $597,063	24,510 New	24,510 $585,000

Others Institutions Holding KJUL

# of Institutions

Shares Held

3.73M

Call Options Held

Put Options Held

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About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

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Avantax Advisory Services, Inc. Innovator U.S. Small Cap Power Transaction History