A detailed history of Whipplewood Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 393 shares of KJUL stock, worth $11,613. This represents 0.01% of its overall portfolio holdings.

Number of Shares
393
Previous 2,064 80.96%
Holding current value
$11,613
Previous $11 Million 4.4%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

SELL
$25.96 - $29.2 $43,379 - $48,793
-1,671 Reduced 80.96%
393 $11.5 Million
Q1 2025

Apr 09, 2025

BUY
$27.83 - $30.18 $46,503 - $50,430
1,671 Added 425.19%
2,064 $11 Million
Q4 2024

Feb 04, 2025

BUY
$28.78 - $30.34 $11,310 - $11,923
393 New
393 $11.6 Million

Others Institutions Holding KJUL

About INNOVATOR U.S. SMALL CAP POWER


  • Ticker KJUL
  • Sector Technology
More about KJUL
Track This Portfolio

Track Whipplewood Advisors, LLC Portfolio

Follow Whipplewood Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whipplewood Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Whipplewood Advisors, LLC with notifications on news.