Simon Quick Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Simon Quick Advisors, LLC

$1.73 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 08, 2022	SELL	$29.38 - $32.74 $20,272 - $22,590	-690 Closed	0 $0
Q4 2020 Jan 27, 2021	BUY	$28.89 - $30.6 $19,934 - $21,114	690 New	690 $21,000

Others Institutions Holding PJAN

# of Institutions

236

Shares Held

19.1M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.86M
Shares

$155 Million
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$48.1 Million
0.13% of portfolio
Penserra Capital Management LLC Orinda, CA

1.12M
Shares

$44.9 Million
0.86% of portfolio
Commonwealth Equity Services, LLC

812K
Shares

$32.6 Million
0.05% of portfolio
Mml Investors Services, LLC Springfield, MA

647K
Shares

$26 Million
0.09% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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