M Holdings Securities, Inc. Innovator U.S. Equity Power Bu Transaction History

M Holdings Securities, Inc.

$398 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	SELL	$28.61 - $30.97 $57 - $61	-2 Reduced 0.02%	9,780 $295,000
Q3 2022 Nov 16, 2022	BUY	$28.61 - $31.19 $279,863 - $305,100	9,782 New	9,782 $280,000

Others Institutions Holding PJUL

# of Institutions

249

Shares Held

19.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.75M
Shares

$156 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

984K
Shares

$40.9 Million
0.86% of portfolio
Brookstone Capital Management

767K
Shares

$31.9 Million
0.52% of portfolio
Commonwealth Equity Services, LLC

727K
Shares

$30.2 Million
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

591K
Shares

$24.6 Million
0.06% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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