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

Marcum Wealth, LLC

$1.14 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	BUY	$28.46 - $32.32 $449,354 - $510,300	15,789 New	15,789 $459,000

Others Institutions Holding PJUN

# of Institutions

172

Shares Held

15.8M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.92M
Shares

$121 Million
0.04% of portfolio
Commonwealth Equity Services, LLC

1.58M
Shares

$65.1 Million
0.08% of portfolio
Penserra Capital Management LLC Orinda, CA

1.52M
Shares

$62.6 Million
0.82% of portfolio
Brookstone Capital Management

939K
Shares

$38.8 Million
0.54% of portfolio
Berkshire Money Management, Inc.

636K
Shares

$26.2 Million
3.09% of portfolio

About INNOVATOR U.S. EQUITY POWER BU

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