Better Money Decisions, LLC Innovator U.S. Equity Power Bu Transaction History

Better Money Decisions, LLC

$140 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	SELL	$28.48 - $30.65 $41,296 - $44,442	-1,450 Reduced 1.88%	75,762 $2.28 Million
Q3 2022 Oct 28, 2022	SELL	$28.19 - $29.67 $98,073 - $103,221	-3,479 Reduced 4.31%	77,212 $2.21 Million
Q2 2022 Aug 05, 2022	SELL	$27.6 - $30.33 $217,432 - $238,939	-7,878 Reduced 8.89%	80,691 $2.27 Million
Q1 2022 May 13, 2022	BUY	$29.01 - $30.55 $144,875 - $152,566	4,994 Added 5.98%	88,569 $2.68 Million
Q4 2021 Feb 14, 2022	BUY	$29.29 - $30.47 $34,034 - $35,406	1,162 Added 1.41%	83,575 $2.55 Million
Q3 2021 Oct 28, 2021	SELL	$29.07 - $29.35 $53,692 - $54,209	-1,847 Reduced 2.19%	82,413 $2.42 Million
Q1 2021 May 04, 2021	BUY	$27.5 - $28.5 $2.32 Million - $2.4 Million	84,260 New	84,260 $2.4 Million

Others Institutions Holding POCT

# of Institutions

179

Shares Held

12M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.82M
Shares

$71.7 Million
0.02% of portfolio
Penserra Capital Management LLC Orinda, CA

997K
Shares

$39.2 Million
0.84% of portfolio
Commonwealth Equity Services, LLC

437K
Shares

$17.2 Million
0.03% of portfolio
Kestra Advisory Services, LLC

380K
Shares

$14.9 Million
0.09% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

337K
Shares

$13.3 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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