Koshinski Asset Management, Inc. Innovator U.S. Equity Buffer E Transaction History

Koshinski Asset Management, Inc.

$44.7 Billion
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	$29.21 - $33.16 $121,075 - $137,448	-4,145 Closed	0 $0
Q4 2021 Jan 14, 2022	BUY	$31.38 - $33.38 $39,225 - $41,725	1,250 Added 43.18%	4,145 $138 Million
Q3 2021 Oct 12, 2021	BUY	$31.15 - $32.37 $90,179 - $93,711	2,895 New	2,895 $91,000
Q1 2020 Apr 30, 2020	SELL	$21.53 - $28.34 $230,478 - $303,379	-10,705 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$25.62 - $27.69 $274,262 - $296,421	10,705 New	10,705 $295,000
Q3 2019 Oct 30, 2019	SELL	$25.25 - $26.4 $231,416 - $241,956	-9,165 Closed	0 $0
Q2 2019 Jul 18, 2019	SELL	$25.27 - $26.04 $8,339 - $8,593	-330 Reduced 3.48%	9,165 $236,000
Q4 2018 Feb 08, 2019	BUY	$22.5 - $25.91 $32,625 - $37,569	1,450 Added 18.02%	9,495 $223,000
Q3 2018 Nov 15, 2018	BUY	$25.49 - $25.93 $205,067 - $208,606	8,045 New	8,045 $208,000

Others Institutions Holding BJUL

# of Institutions

114

Shares Held

3.96M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

575K
Shares

$26.1 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

301K
Shares

$13.7 Million
0.28% of portfolio
Personal Cfo Solutions, LLC

263K
Shares

$11.9 Million
1.63% of portfolio
Integral Investment Advisors, Inc.

258K
Shares

$11.7 Million
3.11% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

197K
Shares

$8.97 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

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