Elmwood Wealth Management, Inc. Innovator U.S. Equity Power Bu Transaction History

Elmwood Wealth Management, Inc.

$221 Million
Q1 2025

A detailed history of Elmwood Wealth Management, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 7,950 shares of PJUN stock, worth $319,908. This represents 0.13% of its overall portfolio holdings.

Number of Shares

7,950

Previous 9,300 14.52%

Holding current value

$319,908

Previous $348,000 15.52%

% of portfolio

0.13%

Previous 0.15%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	SELL	$36.56 - $38.35 $49,356 - $51,772	-1,350 Reduced 14.52%	7,950 $294,000
Q3 2024 Oct 11, 2024	BUY	$34.72 - $36.88 $34,720 - $36,880	1,000 Added 12.05%	9,300 $342,000
Q2 2024 Aug 13, 2024	SELL	$34.41 - $35.64 $108,391 - $112,266	-3,150 Reduced 27.51%	8,300 $295,000
Q1 2024 May 10, 2024	BUY	$33.16 - $34.52 $54,713 - $56,958	1,650 Added 16.84%	11,450 $395,000
Q4 2023 Jan 30, 2024	SELL	$30.66 - $33.38 $50,589 - $55,077	-1,650 Reduced 14.41%	9,800 $327,000
Q3 2023 Nov 15, 2023	SELL	$31.24 - $32.1 $93,720 - $96,300	-3,000 Reduced 20.76%	11,450 $358,000
Q2 2023 Aug 10, 2023	BUY	$30.43 - $31.67 $120,198 - $125,096	3,950 Added 37.62%	14,450 $457,000
Q1 2023 Apr 28, 2023	BUY	$29.62 - $31.13 $44,430 - $46,695	1,500 Added 16.67%	10,500 $323,000
Q3 2022 Nov 14, 2022	BUY	$28.37 - $31.17 $255,330 - $280,530	9,000 New	9,000 $255,000
Q1 2022 May 16, 2022	SELL	$31.06 - $32.38 $102,498 - $106,854	-3,300 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$30.61 - $31.06 $81,116 - $82,309	2,650 Added 407.69%	3,300 $102,000
Q2 2020 Aug 13, 2020	BUY	$24.19 - $28.58 $15,723 - $18,577	650 New	650 $18,000

Others Institutions Holding PJUN

# of Institutions

173

Shares Held

12.8M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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Elmwood Wealth Management, Inc. Innovator U.S. Equity Power Bu Transaction History