Cape Investment Advisory, Inc. Innovator U.S. Equity Power Bu Transaction History

Cape Investment Advisory, Inc.

$256 Billion
Q4 2024

A detailed history of Cape Investment Advisory, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 5,700 shares of PJUL stock, worth $238,259. This represents 0.09% of its overall portfolio holdings.

Number of Shares

5,700

Previous 6,000 5.0%

Holding current value

$238,259

Previous $243 Million 3.38%

% of portfolio

0.09%

Previous 0.1%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	SELL	$40.12 - $41.68 $12,036 - $12,504	-300 Reduced 5.0%	5,700 $235 Million
Q3 2024 Nov 14, 2024	BUY	$37.89 - $40.48 $34,479 - $36,836	910 Added 17.88%	6,000 $243 Million
Q4 2023 Feb 12, 2024	BUY	$32.94 - $36.21 $105,408 - $115,872	3,200 Added 169.31%	5,090 $184 Million
Q3 2023 Nov 06, 2023	BUY	$33.63 - $34.86 $23,204 - $24,053	690 Added 57.5%	1,890 $63.7 Million
Q1 2023 Oct 12, 2023	BUY	$29.97 - $31.76 $35,964 - $38,112	1,200 New	1,200 $38 Million

Others Institutions Holding PJUL

# of Institutions

266

Shares Held

18.1M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
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Cape Investment Advisory, Inc. Innovator U.S. Equity Power Bu Transaction History