Valtinson Bruner Financial Planning LLC Innovator U.S. Small Cap Power Transaction History

Valtinson Bruner Financial Planning LLC

$231 Million
Q3 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 11,348 shares of KJUL stock, worth $339,986. This represents 0.14% of its overall portfolio holdings.

Number of Shares

11,348

Previous 17,037 33.39%

Holding current value

$339,986

Previous $470,000 29.79%

% of portfolio

0.14%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$27.38 - $29.23 $155,764 - $166,289	-5,689 Reduced 33.39%	11,348 $330,000
Q4 2023 Feb 06, 2024	BUY	$23.87 - $27.32 $9,189 - $10,518	385 Added 2.31%	17,037 $461,000
Q3 2023 Oct 24, 2023	BUY	$24.83 - $26.45 $24,532 - $26,132	988 Added 6.31%	16,652 $416,000
Q2 2023 Jul 24, 2023	BUY	$23.89 - $25.77 $3,989 - $4,303	167 Added 1.08%	15,664 $402,000
Q3 2022 Nov 09, 2022	BUY	$22.95 - $25.25 $355,656 - $391,299	15,497 New	15,497 $358,000
Q1 2021 Apr 16, 2021	SELL	$25.75 - $26.44 $4.59 Million - $4.71 Million	-178,163 Closed	0 $0
Q4 2020 Jan 08, 2021	SELL	$23.95 - $25.97 $81,525 - $88,401	-3,404 Reduced 1.87%	178,163 $4.65 Million
Q3 2020 Nov 03, 2020	BUY	$22.83 - $24.36 $4.15 Million - $4.42 Million	181,567 New	181,567 $4.4 Million

Others Institutions Holding KJUL

# of Institutions

Shares Held

3.58M

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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Valtinson Bruner Financial Planning LLC Innovator U.S. Small Cap Power Transaction History