Global Assets Advisory, LLC Innovator U.S. Equity Power Bu Transaction History

Global Assets Advisory, LLC

$256 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$38.63 - $40.03 $1.64 Million - $1.7 Million	42,509 New	42,509 $1.66 Billion

Others Institutions Holding POCT

# of Institutions

228

Shares Held

16.1M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.79M
Shares

$76.9 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

1.42M
Shares

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

744K
Shares

$31.9 Million
0.06% of portfolio
Raymond James Financial Inc St. Petersburg, FL

699K
Shares

$30 Million
0.01% of portfolio
Envestnet Asset Management Inc

509K
Shares

$21.8 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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