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

Optimum Investment Advisors

$244 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 02, 2021	SELL	$31.63 - $32.48 $63,260 - $64,959	-2,000 Closed	0 $0
Q1 2021 Apr 15, 2021	BUY	$30.27 - $31.55 $60,540 - $63,100	2,000 New	2,000 $63,000

Others Institutions Holding PJAN

# of Institutions

259

Shares Held

22.7M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.83M
Shares

$175 Million
0.06% of portfolio
Commonwealth Equity Services, LLC

1.4M
Shares

$64 Million
0.08% of portfolio
Penserra Capital Management LLC Orinda, CA

1.33M
Shares

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

990K
Shares

$45.2 Million
0.08% of portfolio
Mml Investors Services, LLC Springfield, MA

854K
Shares

$39 Million
0.11% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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