U.S. Capital Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History

U.S. Capital Wealth Advisors, LLC

$3.44 Billion
Q3 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Innovator U.S. Small Cap Power stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 10,310 shares of KJUL stock, worth $317,444. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,310

Previous 9,142 12.78%

Holding current value

$317,444

Previous $266,000 19.92%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$29.2 - $31.07 $34,105 - $36,289	1,168 Added 12.78%	10,310 $319,000
Q2 2025 Jul 14, 2025	SELL	$25.96 - $29.2 $10,176 - $11,446	-392 Reduced 4.11%	9,142 $266,000
Q1 2025 Apr 29, 2025	SELL	$27.83 - $30.18 $16,948 - $18,379	-609 Reduced 6.0%	9,534 $266,000
Q4 2024 Jan 24, 2025	SELL	$28.78 - $30.34 $35,975 - $37,925	-1,250 Reduced 10.97%	10,143 $298,000
Q3 2024 Oct 22, 2024	BUY	$27.38 - $29.23 $69,736 - $74,448	2,547 Added 28.79%	11,393 $331,000

Q2 2024 Jul 11, 2024	SELL	$26.59 - $28.26 $6,168 - $6,556	-232 Reduced 2.56%	8,846 $244,000
Q4 2023 Feb 06, 2024	SELL	$23.87 - $27.32 $3,843 - $4,398	-161 Reduced 1.74%	9,078 $245,000
Q3 2023 Oct 19, 2023	BUY	$24.83 - $26.45 $229,404 - $244,371	9,239 New	9,239 $231,000

Others Institutions Holding KJUL

# of Institutions

Shares Held

3.36M

Call Options Held

Put Options Held

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About INNOVATOR U.S. SMALL CAP POWER

Ticker KJUL
Sector Technology

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U.S. Capital Wealth Advisors, LLC Innovator U.S. Small Cap Power Transaction History