U.S. Capital Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

U.S. Capital Wealth Advisors, LLC

$3.21 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 03, 2023	BUY	$29.06 - $31.07 $34,872 - $37,284	1,200 New	1,200 $36,000

Others Institutions Holding PMAR

# of Institutions

207

Shares Held

12.6M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.72M
Shares

$73.7 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

1.39M
Shares

$59.5 Million
0.82% of portfolio
Brookstone Capital Management

846K
Shares

$36.4 Million
0.54% of portfolio
Southland Equity Partners LLC Wildwood, MO

731K
Shares

$31.4 Million
6.77% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

440K
Shares

$18.9 Million
0.04% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PMAR
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