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

Clearstead Advisors, LLC

$2.01 Billion
Q1 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

211

Shares Held

16.3M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.66M
Shares

$143 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

907K
Shares

$35.5 Million
0.43% of portfolio
Wealth Enhancement Advisory Services, LLC

740K
Shares

$29 Million
0.08% of portfolio
High Tower Advisors, LLC Chicago, IL

632K
Shares

$24.8 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

567K
Shares

$22.2 Million
0.04% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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