Clearstead Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Clearstead Advisors, LLC

$5.78 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$29.41 - $30.17 $487,911 - $500,520	-16,590 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$25.38 - $26.21 $421,054 - $434,823	16,590 New	16,590 $433,000

Others Institutions Holding PJUL

# of Institutions

235

Shares Held

17.7M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.76M
Shares

$154 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

930K
Shares

$38.2 Million
0.46% of portfolio
Brookstone Capital Management

767K
Shares

$31.5 Million
0.52% of portfolio
Commonwealth Equity Services, LLC

727K
Shares

$29.9 Million
0.04% of portfolio
Janney Montgomery Scott LLC

549K
Shares

$22.6 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
Sector ETFs
Industry ETFs

More about PJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.