Peak Asset Management, LLC Innovator U.S. Equity Power Bu Transaction History

Peak Asset Management, LLC

$496 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	N/A	-9,072 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	N/A	642 Added 7.62%	9,072 $266,000
Q2 2020 Aug 14, 2020	BUY	N/A	8,430 New	8,430 $236,000

Others Institutions Holding PJAN

# of Institutions

218

Shares Held

22.7M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.75M
Shares

$152 Million
0.05% of portfolio
Brookstone Capital Management

1.19M
Shares

$48 Million
0.93% of portfolio
Commonwealth Equity Services, LLC

1.09M
Shares

$44.1 Million
0.07% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

970K
Shares

$39.2 Million
0.09% of portfolio
Penserra Capital Management LLC Orinda, CA

877K
Shares

$35.4 Million
0.43% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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