Cape Investment Advisory, Inc. Innovator U.S. Equity Power Bu Call Options Transaction History

Cape Investment Advisory, Inc.

$274 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PJUN

# of Institutions

178

Shares Held

15.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.94M
Shares

$121 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

1.58M
Shares

$64.6 Million
0.08% of portfolio
Penserra Capital Management LLC Orinda, CA

1.49M
Shares

$61.2 Million
0.83% of portfolio
Brookstone Capital Management

939K
Shares

$38.5 Million
0.54% of portfolio
Berkshire Money Management, Inc.

636K
Shares

$26 Million
3.09% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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