Capital Analysts, LLC Innovator U.S. Small Cap Power Transaction History

Capital Analysts, LLC

$2.45 Billion
Q3 2024

A detailed history of Capital Analysts, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Capital Analysts, LLC holds 15,130 shares of KJUL stock, worth $448,301. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,130

Previous 15,130 -0.0%

Holding current value

$448,301

Previous $418,000 5.5%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$26.59 - $28.26 $43,288 - $46,007	1,628 Added 12.06%	15,130 $418,000
Q3 2023 Nov 13, 2023	BUY	$24.83 - $26.45 $67,413 - $71,811	2,715 Added 25.17%	13,502 $338,000
Q2 2023 Aug 11, 2023	BUY	$23.89 - $25.77 $194,512 - $209,819	8,142 Added 307.83%	10,787 $277,000
Q2 2022 Aug 12, 2022	BUY	$22.69 - $25.89 $17,493 - $19,961	771 Added 41.14%	2,645 $62,000
Q1 2022 May 12, 2022	SELL	$24.6 - $26.59 $41,795 - $45,176	-1,699 Reduced 47.55%	1,874 $48,000
Q3 2021 Nov 04, 2021	BUY	$25.55 - $26.66 $9,862 - $10,290	386 Added 12.11%	3,573 $93,000
Q2 2021 Aug 05, 2021	BUY	$26.41 - $26.61 $84,168 - $84,806	3,187 New	3,187 $85,000

Others Institutions Holding KJUL

# of Institutions

Shares Held

3.6M

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 Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Account

Capital Analysts, LLC Innovator U.S. Small Cap Power Transaction History