Forvis Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History

Forvis Wealth Advisors, LLC

$4.21 Billion
Q4 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 27,219 shares of KJUL stock, worth $799,694. This represents 0.02% of its overall portfolio holdings.

Number of Shares

27,219

Previous 35,610 23.56%

Holding current value

$799,694

Previous $1.04 Million 22.76%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	SELL	$28.78 - $30.34 $241,492 - $254,582	-8,391 Reduced 23.56%	27,219 $801,000
Q3 2024 Nov 14, 2024	SELL	$27.38 - $29.23 $472,934 - $504,889	-17,273 Reduced 32.66%	35,610 $1.04 Million
Q2 2024 Aug 09, 2024	SELL	$26.59 - $28.26 $346,866 - $368,651	-13,045 Reduced 19.79%	52,883 $1.46 Million
Q1 2024 Apr 19, 2024	SELL	$26.22 - $28.08 $20,346 - $21,790	-776 Reduced 1.16%	65,928 $1.85 Million
Q4 2023 Jan 11, 2024	SELL	$23.87 - $27.32 $183,345 - $209,844	-7,681 Reduced 10.33%	66,704 $1.81 Million
Q3 2023 Oct 25, 2023	SELL	$24.83 - $26.45 $45,463 - $48,429	-1,831 Reduced 2.4%	74,385 $1.86 Million
Q2 2023 Aug 08, 2023	BUY	$23.89 - $25.77 $88,775 - $95,761	3,716 Added 5.13%	76,216 $1.96 Million
Q1 2023 Apr 26, 2023	SELL	$24.02 - $26.06 $36,630 - $39,741	-1,525 Reduced 2.06%	72,500 $1.8 Million
Q4 2022 Feb 02, 2023	SELL	$23.21 - $24.96 $22,861 - $24,585	-985 Reduced 1.31%	74,025 $1.79 Million
Q3 2022 Oct 13, 2022	BUY	$22.95 - $25.25 $107,268 - $118,018	4,674 Added 6.65%	75,010 $1.73 Million
Q2 2022 Jul 22, 2022	BUY	$22.69 - $25.89 $1.6 Million - $1.82 Million	70,336 New	70,336 $1.64 Million

Others Institutions Holding KJUL

# of Institutions

Shares Held

5.05M

Call Options Held

Put Options Held

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About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

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Forvis Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History