Coastal Investment Advisors, Inc. Innovator Etfs Tr Transaction History

Coastal Investment Advisors, Inc.

$245 Million
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$25.15 - $26.54 $31,437 - $33,175	1,250 New	1,250 $32,000

Others Institutions Holding IJUL

# of Institutions

100

Shares Held

4.39M

Call Options Held

0

Put Options Held

0

Round Table Services, LLC

1.33M
Shares

$42.8 Million
5.58% of portfolio
High Tower Advisors, LLC Chicago, IL

212K
Shares

$6.81 Million
0.01% of portfolio
Berger Financial Group, Inc Plymouth, MN

199K
Shares

$6.38 Million
0.5% of portfolio
Envestnet Asset Management Inc

187K
Shares

$6.01 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

175K
Shares

$5.63 Million
0.01% of portfolio

About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
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