Marcum Wealth, LLC Innovator U.S. Equity Buffer E Transaction History

Marcum Wealth, LLC

$978 Million
Q1 2024

A detailed history of Marcum Wealth, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Marcum Wealth, LLC holds 42,481 shares of BJUL stock, worth $1.77 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

42,481

Previous 165,554 74.34%

Holding current value

$1.77 Million

Previous $6.23 Million 72.5%

% of portfolio

0.18%

Previous 0.67%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 10, 2024	SELL	$37.06 - $40.33 $4.56 Million - $4.96 Million	-123,073 Reduced 74.34%	42,481 $1.71 Million
Q4 2023 Jan 10, 2024	SELL	$33.44 - $37.63 $84,235 - $94,789	-2,519 Reduced 1.5%	165,554 $6.23 Million
Q3 2023 Oct 10, 2023	BUY	$34.36 - $36.14 $16,080 - $16,913	468 Added 0.28%	168,073 $5.79 Million
Q2 2023 Jul 13, 2023	BUY	$32.3 - $35.28 $5.41 Million - $5.91 Million	167,605 New	167,605 $5.91 Million
Q1 2022 Apr 20, 2022	SELL	$31.05 - $33.47 $5.97 Million - $6.44 Million	-192,420 Closed	0 $0

Q4 2021 Feb 01, 2022	SELL	$31.38 - $33.38 $196,658 - $209,192	-6,267 Reduced 3.15%	192,420 $6.42 Million
Q3 2021 Nov 08, 2021	BUY	$31.15 - $32.37 $6.19 Million - $6.43 Million	198,687 New	198,687 $6.27 Million

Others Institutions Holding BJUL

# of Institutions

109

Shares Held

3.44M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY BUFFER E

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Marcum Wealth, LLC Innovator U.S. Equity Buffer E Transaction History