Optimum Investment Advisors Innovator U.S. Equity Power Bu Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	SELL	$28.04 - $29.43 $42,060 - $44,145	-1,500 Reduced 60.0%	1,000 $29,000
Q2 2022 Jul 12, 2022	BUY	$26.52 - $29.78 $66,300 - $74,450	2,500 New	2,500 $68,000

Others Institutions Holding PAPR

# of Institutions

208

Shares Held

17.9M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.07M
Shares

$76.7 Million
0.03% of portfolio
Commonwealth Equity Services, LLC

1.18M
Shares

$43.7 Million
0.06% of portfolio
Penserra Capital Management LLC Orinda, CA

1.12M
Shares

$41.7 Million
0.88% of portfolio
Brookstone Capital Management

928K
Shares

$34.4 Million
0.55% of portfolio
Wealth Enhancement Advisory Services, LLC

870K
Shares

$32.2 Million
0.07% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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