Avantax Advisory Services, Inc. Innovator U.S. Equity Power Bu Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 13,317 shares of PJUN stock, worth $495,791. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,317

Previous 11,095 20.03%

Holding current value

$495,791

Previous $395,000 24.3%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$34.72 - $36.88 $77,147 - $81,947	2,222 Added 20.03%	13,317 $491,000
Q2 2024 Aug 09, 2024	BUY	$34.41 - $35.64 $26,254 - $27,193	763 Added 7.38%	11,095 $395,000
Q4 2023 Feb 07, 2024	SELL	$30.66 - $33.38 $380,705 - $414,479	-12,417 Reduced 54.58%	10,332 $344,000
Q3 2023 Nov 07, 2023	SELL	$31.24 - $32.1 $53,108 - $54,570	-1,700 Reduced 6.95%	22,749 $712,000
Q2 2023 Aug 11, 2023	BUY	$30.43 - $31.67 $157,079 - $163,480	5,162 Added 26.76%	24,449 $774,000
Q1 2023 Apr 28, 2023	BUY	$29.62 - $31.13 $46,947 - $49,341	1,585 Added 8.95%	19,287 $593,000
Q4 2022 Feb 13, 2023	BUY	$28.33 - $30.68 $93,489 - $101,244	3,300 Added 22.91%	17,702 $526,000
Q3 2022 Nov 01, 2022	BUY	$28.37 - $31.17 $206,391 - $226,761	7,275 Added 102.08%	14,402 $409,000
Q2 2022 Aug 02, 2022	BUY	$28.46 - $32.32 $202,834 - $230,344	7,127 New	7,127 $207,000
Q4 2020 Jan 22, 2021	SELL	$28.75 - $30.08 $725,937 - $759,520	-25,250 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$28.13 - $29.32 $710,282 - $740,330	25,250 New	25,250 $734,000

Others Institutions Holding PJUN

# of Institutions

165

Shares Held

13.6M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUN
Sector ETFs
Industry ETFs

More about PJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Innovator U.S. Equity Power Bu Transaction History