Dynamic Advisor Solutions LLC Innovator Etfs Tr S&P 500 Pwr Transaction History

Dynamic Advisor Solutions LLC

$3.33 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 26, 2022	SELL	$29.5 - $30.61 $254,231 - $263,796	-8,618 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$28.46 - $29.49 $245,268 - $254,144	8,618 New	8,618 $254,000

Others Institutions Holding PMAY

# of Institutions

192

Shares Held

14M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

3.5M
Shares

$137 Million
0.05% of portfolio
Penserra Capital Management LLC Orinda, CA

1.57M
Shares

$61.3 Million
0.8% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

650K
Shares

$25.4 Million
0.04% of portfolio
Srs Capital Advisors, Inc. Denver, CO

463K
Shares

$18 Million
0.21% of portfolio
Commonwealth Equity Services, LLC

367K
Shares

$14.3 Million
0.02% of portfolio

About INNOVATOR ETFS TR S&P 500 PWR

Ticker PMAY
Sector ETFs
Industry ETFs

More about PMAY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.