Independent Advisor Alliance Innovator U.S. Equity Power Bu Transaction History

Independent Advisor Alliance

$3.71 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 04, 2022	BUY	$26.97 - $29.75 $415,338 - $458,150	15,400 New	15,400 $415,000

Others Institutions Holding PAUG

# of Institutions

219

Shares Held

19.4M

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

884K
Shares

$37.6 Million
0.5% of portfolio
Commonwealth Equity Services, LLC

606K
Shares

$25.8 Million
0.03% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

Ticker PAUG
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