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 53,928 shares of PJUN stock, worth $2.23 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

53,928

Previous 56,829 5.1%

Holding current value

$2.23 Million

Previous $2.26 Million 1.77%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$39.79 - $41.15 $115,430 - $119,376	-2,901 Reduced 5.1%	53,928 $2.22 Million
Q2 2025 Jul 29, 2025	SELL	$34.48 - $39.76 $388,210 - $447,657	-11,259 Reduced 16.54%	56,829 $2.26 Million
Q1 2025 May 13, 2025	SELL	$36.56 - $38.35 $788,306 - $826,902	-21,562 Reduced 24.05%	68,088 $2.52 Million
Q4 2024 Feb 03, 2025	SELL	$36.63 - $37.8 $365,127 - $376,790	-9,968 Reduced 10.01%	89,650 $3.36 Million
Q3 2024 Nov 14, 2024	SELL	$34.72 - $36.88 $388,933 - $413,129	-11,202 Reduced 10.11%	99,618 $3.67 Million

Q2 2024 Aug 09, 2024	SELL	$34.41 - $35.64 $50,032 - $51,820	-1,454 Reduced 1.3%	110,820 $3.95 Million
Q1 2024 Apr 19, 2024	SELL	$33.16 - $34.52 $29,843 - $31,068	-900 Reduced 0.8%	112,274 $3.88 Million
Q4 2023 Jan 11, 2024	SELL	$30.66 - $33.38 $219,341 - $238,800	-7,154 Reduced 5.95%	113,174 $3.78 Million
Q3 2023 Oct 25, 2023	SELL	$31.24 - $32.1 $50,296 - $51,681	-1,610 Reduced 1.32%	120,328 $3.77 Million
Q2 2023 Aug 08, 2023	BUY	$30.43 - $31.67 $795,592 - $828,012	26,145 Added 27.29%	121,938 $3.86 Million
Q1 2023 Apr 26, 2023	SELL	$29.62 - $31.13 $124,107 - $130,434	-4,190 Reduced 4.19%	95,793 $2.95 Million
Q4 2022 Feb 02, 2023	SELL	$28.33 - $30.68 $151,112 - $163,647	-5,334 Reduced 5.06%	99,983 $2.97 Million
Q3 2022 Oct 13, 2022	SELL	$28.37 - $31.17 $30,611 - $33,632	-1,079 Reduced 1.01%	105,317 $2.99 Million
Q2 2022 Jul 22, 2022	BUY	$28.46 - $32.32 $3.03 Million - $3.44 Million	106,396 New	106,396 $3.09 Million

Others Institutions Holding PJUN

# of Institutions

172

Shares Held

15.8M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUN
Sector ETFs
Industry ETFs

More about PJUN

Track This Portfolio

Portfolio Update

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

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

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