Sequoia Financial Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Sequoia Financial Advisors, LLC

$11.6 Billion
Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 8,974 shares of PJUN stock, worth $357,075. This represents 0.0% of its overall portfolio holdings.

Number of Shares

8,974

Previous 13,190 31.96%

Holding current value

$357,075

Previous $494,000 32.79%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$36.56 - $38.35 $154,136 - $161,683	-4,216 Reduced 31.96%	8,974 $332,000
Q3 2024 Oct 21, 2024	BUY	$34.72 - $36.88 $146,379 - $155,486	4,216 Added 46.98%	13,190 $486,000
Q2 2024 Jul 15, 2024	BUY	$34.41 - $35.64 $49,240 - $51,000	1,431 Added 18.97%	8,974 $319,000
Q1 2024 Apr 30, 2024	SELL	$33.16 - $34.52 $279,240 - $290,692	-8,421 Reduced 52.75%	7,543 $260,000
Q4 2023 Jan 25, 2024	SELL	$30.66 - $33.38 $89,895 - $97,870	-2,932 Reduced 15.52%	15,964 $532,000
Q2 2023 Aug 08, 2023	BUY	$30.43 - $31.67 $575,005 - $598,436	18,896 New	18,896 $598,000

Others Institutions Holding PJUN

# of Institutions

169

Shares Held

12M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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Sequoia Financial Advisors, LLC Innovator U.S. Equity Power Bu Transaction History