M Holdings Securities, Inc. Innovator U.S. Small Cap Power Transaction History

M Holdings Securities, Inc.

$583 Million
Q2 2025

A detailed history of M Holdings Securities, Inc. transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, M Holdings Securities, Inc. holds 39,127 shares of KJUL stock, worth $1.23 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

39,127

Previous 35,973 8.77%

Holding current value

$1.23 Million

Previous $1.01 Million 13.52%

% of portfolio

0.2%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$25.96 - $29.2 $81,877 - $92,096	3,154 Added 8.77%	39,127 $1.14 Million
Q1 2025 May 13, 2025	BUY	$27.83 - $30.18 $174,048 - $188,745	6,254 Added 21.04%	35,973 $1.01 Million
Q4 2024 Feb 13, 2025	BUY	$28.78 - $30.34 $830,130 - $875,126	28,844 Added 3296.46%	29,719 $875,000
Q4 2024 Feb 11, 2025	SELL	$28.78 - $30.34 $830,130 - $875,126	-28,844 Reduced 97.06%	875 $29.7 Million
Q3 2024 Nov 12, 2024	BUY	$27.38 - $29.23 $205,760 - $219,663	7,515 Added 33.85%	29,719 $866,000
Q2 2024 Aug 13, 2024	BUY	$26.59 - $28.26 $34,726 - $36,907	1,306 Added 6.25%	22,204 $614,000
Q1 2024 May 14, 2024	BUY	$26.22 - $28.08 $547,945 - $586,815	20,898 New	20,898 $587,000

Others Institutions Holding KJUL

# of Institutions

Shares Held

2.87M

Call Options Held

Put Options Held

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About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

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M Holdings Securities, Inc. Innovator U.S. Small Cap Power Transaction History