Concurrent Investment Advisors, LLC Innovator U.S. Equity Power Bu Put Options Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding PFEB

# of Institutions

228

Shares Held

18.2M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.67M
Shares

$145 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

1.54M
Shares

$60.9 Million
0.82% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.16M
Shares

$45.6 Million
0.08% of portfolio
Commonwealth Equity Services, LLC

1.03M
Shares

$40.6 Million
0.05% of portfolio
Brookstone Capital Management

965K
Shares

$38.1 Million
0.53% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
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