Calton & Associates, Inc. Innovator U.S. Equity Power Bu Transaction History

Calton & Associates, Inc.

$193 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	BUY	$31.24 - $32.1 $400,496 - $411,522	12,820 New	12,820 $401,000

Others Institutions Holding PJUN

# of Institutions

170

Shares Held

15.5M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.83M
Shares

$104 Million
0.04% of portfolio
Ae Wealth Management LLC

1.36M
Shares

$50.2 Million
0.54% of portfolio
Penserra Capital Management LLC Orinda, CA

1.02M
Shares

$37.4 Million
0.46% of portfolio
Brookstone Capital Management

961K
Shares

$35.4 Million
0.64% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

552K
Shares

$20.3 Million
0.05% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUN
Sector ETFs
Industry ETFs

More about PJUN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.