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

Elmwood Wealth Management, Inc.

$228 Million
Q4 2024

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 85,397 shares of PJUL stock, worth $3.56 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

85,397

Previous 84,914 0.57%

Holding current value

$3.56 Million

Previous $3.44 Million 2.27%

% of portfolio

1.54%

Previous 1.55%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$40.12 - $41.68 $19,377 - $20,131	483 Added 0.57%	85,397 $3.52 Million
Q3 2024 Oct 11, 2024	BUY	$37.89 - $40.48 $73,241 - $78,247	1,933 Added 2.33%	84,914 $3.44 Million
Q2 2024 Aug 13, 2024	SELL	$37.29 - $38.87 $336,542 - $350,801	-9,025 Reduced 9.81%	82,981 $3.22 Million
Q1 2024 May 10, 2024	BUY	$35.81 - $37.98 $743,988 - $789,072	20,776 Added 29.17%	92,006 $3.49 Million
Q4 2023 Jan 30, 2024	SELL	$32.94 - $36.21 $3.1 Million - $3.41 Million	-94,119 Reduced 56.92%	71,230 $2.58 Million
Q3 2023 Nov 15, 2023	BUY	$33.63 - $34.86 $2.58 Million - $2.67 Million	76,585 Added 86.28%	165,349 $5.57 Million
Q2 2023 Aug 10, 2023	SELL	$31.38 - $34.22 $17,604 - $19,197	-561 Reduced 0.63%	88,764 $3.04 Million
Q1 2023 Apr 28, 2023	BUY	$29.97 - $31.76 $6,173 - $6,542	206 Added 0.23%	89,325 $2.83 Million
Q4 2022 Jan 25, 2023	SELL	$28.61 - $30.97 $33,817 - $36,606	-1,182 Reduced 1.31%	89,119 $0
Q3 2022 Nov 14, 2022	BUY	$28.61 - $31.19 $285,298 - $311,026	9,972 Added 12.41%	90,301 $2.58 Million
Q2 2022 Jul 12, 2022	SELL	$28.77 - $30.8 $24,454 - $26,180	-850 Reduced 1.05%	80,329 $2.36 Million
Q1 2022 May 16, 2022	SELL	$29.54 - $30.91 $379,795 - $397,409	-12,857 Reduced 13.67%	81,179 $2.49 Million
Q4 2021 Feb 08, 2022	SELL	$29.61 - $30.83 $31,534 - $32,833	-1,065 Reduced 1.12%	94,036 $2.9 Million
Q2 2021 Aug 13, 2021	BUY	$29.37 - $29.64 $109,315 - $110,320	3,722 Added 4.07%	95,101 $2.82 Million
Q1 2021 May 13, 2021	BUY	$28.6 - $29.33 $510,767 - $523,804	17,859 Added 24.29%	91,379 $2.68 Million
Q2 2020 Aug 13, 2020	BUY	$23.42 - $27.27 $1.72 Million - $2 Million	73,520 New	73,520 $1.97 Million
Q1 2020 May 12, 2020	SELL	$22.21 - $27.14 $1.01 Million - $1.23 Million	-45,495 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$25.64 - $26.77 $1.17 Million - $1.22 Million	45,495 New	45,495 $1.22 Million

Others Institutions Holding PJUL

# of Institutions

247

Shares Held

19.2M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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