Personal Cfo Solutions, LLC Innovator U.S. Small Cap Power Transaction History

Personal Cfo Solutions, LLC

$497 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	SELL	$23.87 - $27.32 $62,443 - $71,469	-2,616 Reduced 0.68%	383,493 $10.4 Million
Q3 2023 Nov 13, 2023	BUY	$24.83 - $26.45 $9.59 Million - $10.2 Million	386,109 New	386,109 $9.66 Million
Q4 2022 Feb 14, 2023	BUY	$23.21 - $24.96 $61,227 - $65,844	2,638 Added 20.19%	15,703 $380,000
Q3 2022 Nov 01, 2022	BUY	$22.95 - $25.25 $69,148 - $76,078	3,013 Added 29.97%	13,065 $302,000
Q2 2022 Aug 05, 2022	SELL	$22.69 - $25.89 $7.53 Million - $8.59 Million	-331,884 Reduced 97.06%	10,052 $235,000
Q1 2022 May 02, 2022	BUY	$24.6 - $26.59 $240,317 - $259,757	9,769 Added 2.94%	341,936 $8.79 Million
Q4 2021 Feb 11, 2022	BUY	$25.82 - $27.24 $302,403 - $319,034	11,712 Added 3.65%	332,167 $8.79 Million
Q3 2021 Nov 18, 2021	BUY	$25.55 - $26.66 $176,243 - $183,900	6,898 Added 2.2%	320,455 $8.37 Million
Q2 2021 Jul 22, 2021	BUY	$26.41 - $26.61 $8.28 Million - $8.34 Million	313,557 New	313,557 $8.34 Million

Others Institutions Holding KJUL

# of Institutions

88

Shares Held

4.72M

Call Options Held

0

Put Options Held

0

About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

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