Beacon Financial Advisory LLC Innovator U.S. Equity Power Bu Transaction History

Beacon Financial Advisory LLC

  • $373 Million
  • Q3 2025

A detailed history of Beacon Financial Advisory LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 23,936 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
23,936
Previous 15,186 57.62%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
8,750 Added 57.62%
23,936 $0
Q2 2025

Jul 22, 2025
SELL
N/A
-1,205 Reduced 7.35%
15,186 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-1,330 Reduced 7.51%
16,391 $0
Q3 2024

Oct 30, 2024
BUY
N/A
2,375 Added 15.48%
17,721 $0
Q2 2024

Jul 26, 2024
BUY
N/A
3,660 Added 31.32%
15,346 $0
Q1 2024

May 01, 2024
SELL
N/A
-5,370 Reduced 31.48%
11,686 $0
Q4 2023

Jan 23, 2024
BUY
N/A
1,710 Added 11.14%
17,056 $0
Q3 2023

Oct 25, 2023
BUY
N/A
3,080 Added 25.11%
15,346 $0
Q3 2022

Oct 21, 2022
BUY
N/A
3,863 Added 45.97%
12,266 $341,000
Q4 2021

Jan 21, 2022
BUY
N/A
8,403 New
8,403 $255,000

Others Institutions Holding PSEP

# of Institutions
234
Shares Held
19.8M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY POWER BU

PSEP Quotes by TradingView
  • Ticker PSEP
More about PSEP
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