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

U.S. Capital Wealth Advisors, LLC

$3.48 Billion
Q4 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 4,452 shares of PJUL stock, worth $203,367. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,452

Previous 14,651 69.61%

Holding current value

$203,367

Previous $668,000 69.61%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	SELL	$45.22 - $46.04 $461,198 - $469,561	-10,199 Reduced 69.61%	4,452 $203,000
Q3 2025 Oct 09, 2025	BUY	$43.83 - $45.64 $36,992 - $38,520	844 Added 6.11%	14,651 $668,000
Q2 2025 Jul 14, 2025	SELL	$37.66 - $43.85 $75,357 - $87,743	-2,001 Reduced 12.66%	13,807 $605,000
Q1 2025 Apr 29, 2025	SELL	$39.81 - $42.17 $310,955 - $329,389	-7,811 Reduced 33.07%	15,808 $635,000
Q4 2024 Jan 24, 2025	BUY	$40.12 - $41.68 $59,297 - $61,603	1,478 Added 6.68%	23,619 $972,000

Q3 2024 Oct 22, 2024	BUY	$37.89 - $40.48 $111,245 - $118,849	2,936 Added 15.29%	22,141 $896,000
Q2 2024 Jul 11, 2024	SELL	$37.29 - $38.87 $41,764 - $43,534	-1,120 Reduced 5.51%	19,205 $746,000
Q1 2024 May 10, 2024	SELL	$35.81 - $37.98 $21,844 - $23,167	-610 Reduced 2.91%	20,325 $771,000
Q4 2023 Feb 06, 2024	SELL	$32.94 - $36.21 $395,609 - $434,882	-12,010 Reduced 36.45%	20,935 $757,000
Q3 2023 Oct 19, 2023	SELL	$33.63 - $34.86 $221,251 - $229,343	-6,579 Reduced 16.65%	32,945 $1.11 Million
Q2 2023 Aug 04, 2023	BUY	$31.38 - $34.22 $573,689 - $625,610	18,282 Added 86.07%	39,524 $1.35 Million
Q4 2022 Feb 03, 2023	BUY	$28.61 - $30.97 $41,398 - $44,813	1,447 Added 7.31%	21,242 $641,000
Q3 2022 Nov 01, 2022	SELL	$28.61 - $31.19 $60,367 - $65,810	-2,110 Reduced 9.63%	19,795 $566,000
Q2 2022 Aug 12, 2022	BUY	$28.77 - $30.8 $215,659 - $230,876	7,496 Added 52.02%	21,905 $644,000
Q4 2021 Jan 21, 2022	BUY	$29.61 - $30.83 $426,650 - $444,229	14,409 New	14,409 $444,000

Others Institutions Holding PJUL

# of Institutions

269

Shares Held

21.3M

Call Options Held

Put Options Held

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