Blue Bell Private Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History

Blue Bell Private Wealth Management, LLC

$626 Million
Q3 2025

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 16,494 shares of KJUL stock, worth $516,921. This represents 0.08% of its overall portfolio holdings.

Number of Shares

16,494

Previous 17,021 3.1%

Holding current value

$516,921

Previous $497,000 2.62%

% of portfolio

0.08%

Previous 0.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 22, 2025	SELL	$29.2 - $31.07 $15,388 - $16,373	-527 Reduced 3.1%	16,494 $510,000
Q2 2025 Aug 11, 2025	SELL	$25.96 - $29.2 $9,709 - $10,920	-374 Reduced 2.15%	17,021 $497,000
Q1 2025 May 05, 2025	SELL	$27.83 - $30.18 $2,170 - $2,354	-78 Reduced 0.45%	17,395 $486,000
Q4 2024 Feb 06, 2025	SELL	$28.78 - $30.34 $66,280 - $69,873	-2,303 Reduced 11.65%	17,473 $514,000
Q3 2024 Oct 28, 2024	SELL	$27.38 - $29.23 $116,693 - $124,578	-4,262 Reduced 17.73%	19,776 $576,000
Q2 2024 Aug 05, 2024	SELL	$26.59 - $28.26 $29,780 - $31,651	-1,120 Reduced 4.45%	24,038 $664,000
Q1 2024 Apr 24, 2024	SELL	$26.22 - $28.08 $64,868 - $69,469	-2,474 Reduced 8.95%	25,158 $706,000
Q4 2023 Jan 25, 2024	SELL	$23.87 - $27.32 $34,086 - $39,012	-1,428 Reduced 4.91%	27,632 $748,000
Q3 2023 Oct 30, 2023	SELL	$24.83 - $26.45 $18,672 - $19,890	-752 Reduced 2.52%	29,060 $727,000
Q2 2023 Aug 08, 2023	SELL	$23.89 - $25.77 $44,602 - $48,112	-1,867 Reduced 5.89%	29,812 $765,000
Q1 2023 May 08, 2023	SELL	$24.02 - $26.06 $3,891 - $4,221	-162 Reduced 0.51%	31,679 $784,000
Q4 2022 Feb 03, 2023	BUY	$23.21 - $24.96 $31,565 - $33,945	1,360 Added 4.46%	31,841 $771,000
Q3 2022 Nov 08, 2022	BUY	$22.95 - $25.25 $699,538 - $769,645	30,481 New	30,481 $704,000

Others Institutions Holding KJUL

# of Institutions

Shares Held

2.76M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Account

Blue Bell Private Wealth Management, LLC Innovator U.S. Small Cap Power Transaction History