Marcum Wealth, LLC Innovator U.S. Equity Buffer E Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Marcum Wealth, LLC holds 23,971 shares of BJUL stock, worth $1.19 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

23,971

Previous 156,054 84.64%

Holding current value

$1.19 Million

Previous $6.95 Million 85.19%

% of portfolio

0.09%

Previous 0.61%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 02, 2025	SELL	$42.65 - $46.09 $5.63 Million - $6.09 Million	-132,083 Reduced 84.64%	23,971 $1.03 Million
Q4 2024 Jan 13, 2025	SELL	$43.33 - $45.42 $6,672 - $6,994	-154 Reduced 0.1%	156,054 $6.95 Million
Q3 2024 Oct 08, 2024	BUY	$40.26 - $43.68 $4.58 Million - $4.97 Million	113,727 Added 267.71%	156,208 $6.82 Million
Q1 2024 Apr 10, 2024	SELL	$37.06 - $40.33 $4.56 Million - $4.96 Million	-123,073 Reduced 74.34%	42,481 $1.71 Million
Q4 2023 Jan 10, 2024	SELL	$33.44 - $37.63 $84,235 - $94,789	-2,519 Reduced 1.5%	165,554 $6.23 Million

Q3 2023 Oct 10, 2023	BUY	$34.36 - $36.14 $16,080 - $16,913	468 Added 0.28%	168,073 $5.79 Million
Q2 2023 Jul 13, 2023	BUY	$32.3 - $35.28 $5.41 Million - $5.91 Million	167,605 New	167,605 $5.91 Million
Q1 2022 Apr 20, 2022	SELL	$31.05 - $33.47 $5.97 Million - $6.44 Million	-192,420 Closed	0 $0
Q4 2021 Feb 01, 2022	SELL	$31.38 - $33.38 $196,658 - $209,192	-6,267 Reduced 3.15%	192,420 $6.42 Million
Q3 2021 Nov 08, 2021	BUY	$31.15 - $32.37 $6.19 Million - $6.43 Million	198,687 New	198,687 $6.27 Million

Others Institutions Holding BJUL

# of Institutions

122

Shares Held

4.09M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJUL
Sector ETFs
Industry ETFs

More about BJUL

Track This Portfolio

Portfolio Update

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

News

Stay updated on Marcum Wealth, LLC with notifications on news.

Account

Marcum Wealth, LLC Innovator U.S. Equity Buffer E Transaction History