Zega Investments, LLC Innovator U.S. Equity Power Bu Transaction History

Zega Investments, LLC

$656 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$38.63 - $40.03 $339,210 - $351,503	8,781 New	8,781 $354 Million

Others Institutions Holding POCT

# of Institutions

232

Shares Held

17.1M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

1.83M
Shares

$75.7 Million
0.03% of portfolio
Penserra Capital Management LLC Orinda, CA

1.22M
Shares

$50.5 Million
0.85% of portfolio
Brookstone Capital Management

974K
Shares

$40.2 Million
0.62% of portfolio
Wealth Enhancement Advisory Services, LLC

804K
Shares

$33.2 Million
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

753K
Shares

$31.1 Million
0.07% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker POCT
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