Compass Advisory Group LLC Innovator Etfs Tr Transaction History

Compass Advisory Group LLC

  • $318 Million
  • Q4 2025

A detailed history of Compass Advisory Group LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, Compass Advisory Group LLC holds 431,197 shares of IJUL stock, worth $14.2 Million. This represents 4.46% of its overall portfolio holdings.

Number of Shares
431,197
Previous 415,537 3.77%
Holding current value
$14.2 Million
Previous $13.6 Million 4.51%
% of portfolio
4.46%
Previous 4.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$32.46 - $33.16 $508,323 - $519,285
15,660 Added 3.77%
431,197 $14.2 Million
Q3 2025

Nov 06, 2025
BUY
$31.5 - $32.72 $12.7 Million - $13.2 Million
403,208 Added 3270.4%
415,537 $13.6 Million
Q1 2025

May 13, 2025
SELL
$27.58 - $29.96 $14,617 - $15,878
-530 Reduced 4.12%
12,329 $359,000
Q3 2024

Oct 23, 2024
BUY
$27.47 - $29.55 $353,236 - $379,983
12,859 New
12,859 $378,000
Q3 2023

Oct 24, 2023
BUY
$25.36 - $26.65 $4.2 Million - $4.42 Million
165,673 New
165,673 $4.22 Million

Others Institutions Holding IJUL

# of Institutions
113
Shares Held
6.22M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

IJUL Quotes by TradingView
  • Ticker IJUL
  • Sector ETFs
  • Industry ETFs
More about IJUL
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