Steward Partners Investment Advisory, LLC Innovator U.S. Small Cap Power Transaction History

Steward Partners Investment Advisory, LLC

$12.3 Billion
Q2 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 2,698 shares of KJUL stock, worth $84,555. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,698

Previous 2,321 16.24%

Holding current value

$84,555

Previous $64,000 21.88%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$25.96 - $29.2 $9,786 - $11,008	377 Added 16.24%	2,698 $78,000
Q1 2025 May 13, 2025	SELL	$27.83 - $30.18 $23,460 - $25,441	-843 Reduced 26.64%	2,321 $64,000
Q4 2024 Feb 06, 2025	BUY	$28.78 - $30.34 $39,342 - $41,474	1,367 Added 76.07%	3,164 $93,000
Q3 2024 Nov 14, 2024	SELL	$27.38 - $29.23 $123,210 - $131,535	-4,500 Reduced 71.46%	1,797 $52,000
Q2 2024 Aug 08, 2024	BUY	$26.59 - $28.26 $118,724 - $126,180	4,465 Added 243.72%	6,297 $174,000
Q4 2023 Feb 12, 2024	SELL	$23.87 - $27.32 $35,805 - $40,980	-1,500 Reduced 45.02%	1,832 $49,000
Q3 2023 Nov 13, 2023	SELL	$24.83 - $26.45 $9,634 - $10,262	-388 Reduced 10.43%	3,332 $83,000
Q2 2023 Aug 14, 2023	BUY	$23.89 - $25.77 $88,870 - $95,864	3,720 New	3,720 $95,000

Others Institutions Holding KJUL

# of Institutions

Shares Held

2.76M

Call Options Held

Put Options Held

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About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

More about KJUL

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Steward Partners Investment Advisory, LLC Innovator U.S. Small Cap Power Transaction History