Triumph Capital Management Innovator U.S. Equity Power Bu Transaction History

Triumph Capital Management

$325 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$40.45 - $42.49 $63,911 - $67,134	1,580 New	1,580 $67,000
Q4 2023 Feb 05, 2024	BUY	$30.36 - $33.42 $241,604 - $265,956	7,958 New	7,958 $265,000

Others Institutions Holding PAUG

# of Institutions

218

Shares Held

19.7M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.32M
Shares

$141 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.57M
Shares

$67 Million
0.1% of portfolio
Penserra Capital Management LLC Orinda, CA

1.48M
Shares

$63 Million
0.82% of portfolio
Brookstone Capital Management

902K
Shares

$38.3 Million
0.53% of portfolio
Commonwealth Equity Services, LLC

606K
Shares

$25.8 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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