U.S. Capital Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History

U.S. Capital Wealth Advisors, LLC

$2.65 Billion
Q3 2024

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 11,393 shares of KJUL stock, worth $336,549. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,393

Previous 8,846 28.79%

Holding current value

$336,549

Previous $244,000 35.66%

% of portfolio

0.01%

Previous 0.01%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$27.38 - $29.23 $69,736 - $74,448	2,547 Added 28.79%	11,393 $331,000
Q2 2024 Jul 11, 2024	SELL	$26.59 - $28.26 $6,168 - $6,556	-232 Reduced 2.56%	8,846 $244,000
Q4 2023 Feb 06, 2024	SELL	$23.87 - $27.32 $3,843 - $4,398	-161 Reduced 1.74%	9,078 $245,000
Q3 2023 Oct 19, 2023	BUY	$24.83 - $26.45 $229,404 - $244,371	9,239 New	9,239 $231,000

Others Institutions Holding KJUL

# of Institutions

Shares Held

3.58M

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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U.S. Capital Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History