Sage View Advisory Group, LLC Innovator U.S. Small Cap Power Transaction History

Sage View Advisory Group, LLC

$2.35 Trillion
Q1 2025

A detailed history of Sage View Advisory Group, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 10,012 shares of KJUL stock, worth $282,038. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,012

Previous 14,602 31.43%

Holding current value

$282,038

Previous $430 Million 34.86%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	SELL	$27.83 - $30.18 $127,739 - $138,526	-4,590 Reduced 31.43%	10,012 $280 Million
Q4 2024 Feb 13, 2025	SELL	$28.78 - $30.34 $293,642 - $309,559	-10,203 Reduced 41.13%	14,602 $430 Million
Q3 2024 Nov 14, 2024	SELL	$27.38 - $29.23 $30,884 - $32,971	-1,128 Reduced 4.35%	24,805 $723 Million
Q2 2024 Aug 14, 2024	BUY	$26.59 - $28.26 $689,558 - $732,866	25,933 New	25,933 $717 Million
Q3 2023 Nov 02, 2023	BUY	$24.83 - $26.45 $546,011 - $581,635	21,990 Added 122.9%	39,883 $998 Million
Q2 2023 Aug 11, 2023	BUY	$23.89 - $25.77 $427,463 - $461,102	17,893 New	17,893 $460 Million

Others Institutions Holding KJUL

# of Institutions

Shares Held

3.73M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

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Sage View Advisory Group, LLC Innovator U.S. Small Cap Power Transaction History