Comprehensive Financial Planning, Inc./Pa Innovator U.S. Equity Power Bu Transaction History

Comprehensive Financial Planning, Inc./Pa

$146 Billion
Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 2,589 shares of PJUL stock, worth $118,265. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,589

Previous 18,623 86.1%

Holding current value

$118,265

Previous $817 Million 85.54%

% of portfolio

0.08%

Previous 0.64%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$43.83 - $45.64 $702,770 - $731,791	-16,034 Reduced 86.1%	2,589 $118 Million
Q2 2025 Aug 08, 2025	BUY	$37.66 - $43.85 $12,766 - $14,865	339 Added 1.85%	18,623 $817 Million
Q1 2025 May 09, 2025	SELL	$39.81 - $42.17 $4,418 - $4,680	-111 Reduced 0.6%	18,284 $735 Million
Q4 2024 Jan 28, 2025	BUY	$40.12 - $41.68 $738,007 - $766,703	18,395 New	18,395 $757 Million

Others Institutions Holding PJUL

# of Institutions

270

Shares Held

22.1M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
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Comprehensive Financial Planning, Inc./Pa Innovator U.S. Equity Power Bu Transaction History