Bernard Wealth Management Corp. Innovator U.S. Equity Power Bu Transaction History

Bernard Wealth Management Corp.

$173 Billion
Q4 2024

A detailed history of Bernard Wealth Management Corp. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 1 shares of PJUL stock, worth $42. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$42

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$40.12 - $41.68 $40 - $41	1 New	1 $38,000

Others Institutions Holding PJUL

# of Institutions

264

Shares Held

18.1M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

3.59M
Shares

$151 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

1.14M
Shares

$47.8 Million
0.86% of portfolio
Commonwealth Equity Services, LLC

648K
Shares

$27.3 Million
0.04% of portfolio
Janney Montgomery Scott LLC

558K
Shares

$23.5 Million
0.06% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

556K
Shares

$23.4 Million
0.06% of portfolio

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUL
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Bernard Wealth Management Corp. Innovator U.S. Equity Power Bu Transaction History