Forvis Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Forvis Wealth Advisors, LLC

$4.75 Billion
Q3 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 160,919 shares of PJAN stock, worth $7.42 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

160,919

Previous 193,837 16.98%

Holding current value

$7.42 Million

Previous $8.54 Million 13.68%

% of portfolio

0.16%

Previous 0.19%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$43.95 - $45.8 $1.45 Million - $1.51 Million	-32,918 Reduced 16.98%	160,919 $7.37 Million
Q2 2025 Jul 29, 2025	SELL	$38.7 - $44.05 $624,811 - $711,187	-16,145 Reduced 7.69%	193,837 $8.54 Million
Q1 2025 May 13, 2025	SELL	$41.09 - $43.24 $1.54 Million - $1.62 Million	-37,566 Reduced 15.18%	209,982 $8.71 Million
Q4 2024 Feb 03, 2025	SELL	$41.16 - $42.25 $953,882 - $979,143	-23,175 Reduced 8.56%	247,548 $10.5 Million
Q3 2024 Nov 14, 2024	SELL	$39.31 - $41.32 $758,840 - $797,641	-19,304 Reduced 6.66%	270,723 $11.2 Million

Q2 2024 Aug 09, 2024	SELL	$38.2 - $40.26 $1.07 Million - $1.13 Million	-27,984 Reduced 8.8%	290,027 $11.7 Million
Q1 2024 Apr 19, 2024	BUY	$36.88 - $39.11 $2.25 Million - $2.38 Million	60,911 Added 23.69%	318,011 $12.4 Million
Q4 2023 Jan 11, 2024	SELL	$33.78 - $37.24 $1.49 Million - $1.64 Million	-44,137 Reduced 14.65%	257,100 $9.57 Million
Q3 2023 Oct 25, 2023	SELL	$34.68 - $35.75 $207,629 - $214,035	-5,987 Reduced 1.95%	301,237 $10.5 Million
Q2 2023 Aug 08, 2023	SELL	$33.11 - $35.11 $1.15 Million - $1.22 Million	-34,762 Reduced 10.16%	307,224 $10.8 Million
Q1 2023 Apr 26, 2023	BUY	$31.4 - $33.34 $27,914 - $29,639	889 Added 0.26%	341,986 $11.4 Million
Q4 2022 Feb 02, 2023	BUY	$29.37 - $32.4 $4.36 Million - $4.81 Million	148,449 Added 77.06%	341,097 $10.7 Million
Q3 2022 Oct 13, 2022	SELL	$29.43 - $32.09 $28,488 - $31,063	-968 Reduced 0.5%	192,648 $5.67 Million
Q2 2022 Jul 22, 2022	BUY	$29.38 - $32.74 $5.69 Million - $6.34 Million	193,616 New	193,616 $5.81 Million

Others Institutions Holding PJAN

# of Institutions

259

Shares Held

21M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

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Forvis Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History