O Donnell Financial Services, LLC Innovator U.S. Small Cap Power Transaction History

O Donnell Financial Services, LLC

$247 Million
Q3 2025

A detailed history of O Donnell Financial Services, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, O Donnell Financial Services, LLC holds 37,282 shares of KJUL stock, worth $1.15 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

37,282

Previous 49,186 24.2%

Holding current value

$1.15 Million

Previous $1.44 Million 19.64%

% of portfolio

0.47%

Previous 0.63%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$29.2 - $31.07 $347,596 - $369,857	-11,904 Reduced 24.2%	37,282 $1.15 Million
Q2 2025 Jul 29, 2025	SELL	$25.96 - $29.2 $68,845 - $77,438	-2,652 Reduced 5.12%	49,186 $1.44 Million
Q1 2025 May 05, 2025	SELL	$27.83 - $30.18 $16.5 Million - $17.9 Million	-594,554 Reduced 91.98%	51,838 $1.45 Million
Q4 2024 Jan 23, 2025	BUY	$28.78 - $30.34 $17 Million - $17.9 Million	589,865 Added 1043.51%	646,392 $19 Million
Q3 2024 Oct 22, 2024	SELL	$27.38 - $29.23 $63,110 - $67,375	-2,305 Reduced 3.92%	56,527 $1.65 Million

Q2 2024 Jul 30, 2024	SELL	$26.59 - $28.26 $20,234 - $21,505	-761 Reduced 1.28%	58,832 $1.63 Million
Q1 2024 Apr 22, 2024	SELL	$26.22 - $28.08 $234,275 - $250,894	-8,935 Reduced 13.04%	59,593 $1.67 Million
Q4 2023 Feb 02, 2024	SELL	$23.87 - $27.32 $1.86 Million - $2.13 Million	-77,972 Reduced 53.22%	68,528 $1.86 Million
Q3 2023 Oct 19, 2023	BUY	$24.83 - $26.45 $3.64 Million - $3.87 Million	146,500 New	146,500 $3.67 Million

Others Institutions Holding KJUL

# of Institutions

Shares Held

3.36M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of O Donnell Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on O Donnell Financial Services, LLC with notifications on news.

Account

O Donnell Financial Services, LLC Innovator U.S. Small Cap Power Transaction History