Capital Investment Advisory Services, LLC Innovator U.S. Equity Power Bu Transaction History

Capital Investment Advisory Services, LLC

  • $1.15 Billion
  • Q3 2025

A detailed history of Capital Investment Advisory Services, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 2,257 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,257
Previous 1,693 33.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 05, 2025
BUY
N/A
564 Added 33.31%
2,257 $0
Q2 2025

Aug 08, 2025
SELL
N/A
-857 Reduced 33.61%
1,693 $0
Q1 2025

Apr 29, 2025
SELL
N/A
-40 Reduced 1.54%
2,550 $0
Q3 2024

Oct 30, 2024
BUY
N/A
855 Added 49.28%
2,590 $0
Q4 2023

Feb 01, 2024
BUY
N/A
395 Added 29.48%
1,735 $0
Q3 2023

Nov 02, 2023
BUY
N/A
1,300 Added 3250.0%
1,340 $0
Q1 2023

Apr 21, 2023
BUY
N/A
40 New
40 $0
Q3 2022

Oct 26, 2022
BUY
N/A
40 New
40 $1,000

Others Institutions Holding PSEP

# of Institutions
235
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
Track This Portfolio

Track Capital Investment Advisory Services, LLC Portfolio

Follow Capital Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email