Capital Analysts, LLC Innovator U.S. Equity Power Bu Transaction History

Capital Analysts, LLC

$2.49 Billion
Q4 2024

A detailed history of Capital Analysts, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Capital Analysts, LLC holds 34,788 shares of PJUL stock, worth $1.41 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

34,788

Previous 39,077 10.98%

Holding current value

$1.41 Million

Previous $1.58 Million 9.48%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$40.12 - $41.68 $172,074 - $178,765	-4,289 Reduced 10.98%	34,788 $1.43 Million
Q3 2024 Nov 13, 2024	BUY	$37.89 - $40.48 $293,571 - $313,639	7,748 Added 24.73%	39,077 $1.58 Million
Q1 2024 May 14, 2024	SELL	$35.81 - $37.98 $29,292 - $31,067	-818 Reduced 2.54%	31,329 $1.19 Million
Q3 2023 Nov 13, 2023	BUY	$33.63 - $34.86 $4,237 - $4,392	126 Added 0.39%	32,147 $1.08 Million
Q2 2023 Aug 11, 2023	BUY	$31.38 - $34.22 $1 Million - $1.1 Million	32,021 New	32,021 $1.1 Million
Q1 2022 May 12, 2022	SELL	$29.54 - $30.91 $19,909 - $20,833	-674 Closed	0 $0
Q2 2021 Aug 05, 2021	BUY	$29.37 - $29.64 $19,795 - $19,977	674 New	674 $20,000

Others Institutions Holding PJUL

# of Institutions

268

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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Capital Analysts, LLC Innovator U.S. Equity Power Bu Transaction History