Caliber Wealth Management, LLC / Ks Innovator U.S. Equity Power Bu Transaction History

Caliber Wealth Management, LLC / Ks

$930 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$35.21 - $37.69 $210,203 - $225,009	5,970 New	5,970 $213 Million

Others Institutions Holding PAPR

# of Institutions

215

Shares Held

17.5M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.31M
Shares

$87.1 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

1.55M
Shares

$58.6 Million
0.81% of portfolio
Brookstone Capital Management

888K
Shares

$33.5 Million
0.5% of portfolio
Commonwealth Equity Services, LLC

725K
Shares

$27.4 Million
0.04% of portfolio
Miracle Mile Advisors, LLC

549K
Shares

$20.7 Million
0.36% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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