Clear Point Advisors Inc. Innovator U.S. Equity Power Bu Transaction History

Clear Point Advisors Inc.

$119 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	SELL	$35.51 - $36.81 $14,204 - $14,724	-400 Reduced 10.06%	3,575 $132 Million
Q4 2023 May 15, 2024	BUY	$32.79 - $35.63 $130,340 - $141,629	3,975 New	3,975 $142 Million

Others Institutions Holding PMAR

# of Institutions

206

Shares Held

11.7M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.72M
Shares

$73.6 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

1.22M
Shares

$52.1 Million
0.86% of portfolio
Southland Equity Partners LLC Wildwood, MO

731K
Shares

$31.3 Million
6.77% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

656K
Shares

$28.1 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

370K
Shares

$15.9 Million
0.02% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
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