Bedel Financial Consulting, Inc. Innovator U.S. Equity Ultra Bu Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

A detailed history of Bedel Financial Consulting, Inc. transactions in Innovator U.S. Equity Ultra Bu stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 11,017 shares of UJUL stock, worth $382,840. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,017

Previous 13,783 20.07%

Holding current value

$382,840

Previous $448,000 16.74%

% of portfolio

0.05%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$31.92 - $33.91 $88,290 - $93,795	-2,766 Reduced 20.07%	11,017 $373,000
Q4 2023 Feb 08, 2024	SELL	$27.63 - $30.32 $236,319 - $259,326	-8,553 Reduced 38.29%	13,783 $417,000
Q4 2022 Feb 07, 2023	SELL	$24.72 - $26.39 $1,310 - $1,398	-53 Reduced 0.24%	22,336 $575,000
Q2 2022 Aug 04, 2022	BUY	$25.31 - $27.64 $12,908 - $14,096	510 Added 2.33%	22,389 $567,000
Q4 2021 Jan 11, 2022	SELL	$26.91 - $27.68 $2,933 - $3,017	-109 Reduced 0.5%	21,879 $606,000
Q3 2021 Oct 12, 2021	SELL	$26.73 - $27.32 $4,223 - $4,316	-158 Reduced 0.71%	21,988 $592,000
Q4 2020 Feb 02, 2021	SELL	$25.55 - $26.46 $22,228 - $23,020	-870 Reduced 3.78%	22,146 $586,000
Q3 2020 Oct 20, 2020	BUY	$25.31 - $25.94 $463,400 - $474,935	18,309 Added 388.97%	23,016 $593,000
Q2 2020 Jul 14, 2020	BUY	$22.7 - $25.65 $9,443 - $10,670	416 Added 9.69%	4,707 $119,000
Q1 2020 May 06, 2020	BUY	$22.0 - $25.61 $33,550 - $39,055	1,525 Added 55.13%	4,291 $99,000
Q1 2019 May 02, 2019	BUY	N/A	2,766 New	2,766 $69,000

Others Institutions Holding UJUL

# of Institutions

Shares Held

2.93M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UJUL
Sector ETFs
Industry ETFs

More about UJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bedel Financial Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bedel Financial Consulting, Inc. with notifications on news.

Account

Bedel Financial Consulting, Inc. Innovator U.S. Equity Ultra Bu Transaction History