Summit Financial, LLC Innovator U.S. Equity Power Bu Transaction History

Summit Financial, LLC

$6 Billion
Q3 2025

A detailed history of Summit Financial, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Summit Financial, LLC holds 6,273 shares of PJUN stock, worth $258,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,273

Holding current value

$258,823

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$39.79 - $41.15 $249,602 - $258,133	6,273 New	6,273 $258,000

Others Institutions Holding PJUN

# of Institutions

172

Shares Held

15.8M

Call Options Held

Put Options Held

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

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PJUN
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Summit Financial, LLC Innovator U.S. Equity Power Bu Transaction History