Sovereign Financial Group, Inc. Innovator U.S. Equity Power Bu Transaction History

Sovereign Financial Group, Inc.

$421 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 31, 2023	BUY	$29.26 - $31.2 $320,016 - $341,234	10,937 New	10,937 $341,000

Others Institutions Holding PAUG

# of Institutions

205

Shares Held

17.8M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.73M
Shares

$104 Million
0.04% of portfolio
Penserra Capital Management LLC Orinda, CA

1.06M
Shares

$40.7 Million
0.87% of portfolio
Commonwealth Equity Services, LLC

898K
Shares

$34.4 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

896K
Shares

$34.3 Million
0.08% of portfolio
Brookstone Capital Management

894K
Shares

$34.2 Million
0.56% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PAUG
Sector ETFs
Industry ETFs

More about PAUG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.