Ever Source Wealth Advisors, LLC Innovator Etfs Tr Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 250 shares of IJUL stock, worth $8,230. This represents 0.0% of its overall portfolio holdings.

Number of Shares

250

Holding current value

$8,230

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 10, 2025	BUY	$31.5 - $32.72 $7,875 - $8,180	250 New	250 $8,000

Others Institutions Holding IJUL

# of Institutions

112

Shares Held

6.19M

Call Options Held

Put Options Held

Round Table Services, LLC

1.33M
Shares

$43.9 Million
5.58% of portfolio
Access Financial Services, Inc.

442K
Shares

$14.6 Million
6.98% of portfolio
Compass Advisory Group LLC

416K
Shares

$13.7 Million
4.35% of portfolio
Blair William & CO Chicago, IL

341K
Shares

$11.2 Million
0.03% of portfolio
Strategic Blueprint, LLC Atlanta, GA

326K
Shares

$10.7 Million
0.53% of portfolio

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About INNOVATOR ETFS TR

Ticker IJUL
Sector ETFs
Industry ETFs

More about IJUL

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Ever Source Wealth Advisors, LLC Innovator Etfs Tr Transaction History