Schulz Wealth, Ltd. Innovator U.S. Equity Power Bu Transaction History

Schulz Wealth, Ltd.

$151 Billion
Q3 2025

A detailed history of Schulz Wealth, Ltd. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Schulz Wealth, Ltd. holds 5,615 shares of PSEP stock, worth $0. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,615

Previous 5,615 -0.0%

Holding current value

Previous $230 Million 5.04%

% of portfolio

0.16%

Previous 0.17%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 10, 2024	BUY	N/A	5,615 New	5,615 $205 Million

Others Institutions Holding PSEP

# of Institutions

234

Shares Held

19.8M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

3.39M
Shares

$0
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

1.46M
Shares

$0
0.0% of portfolio
Commonwealth Equity Services, LLC

1.13M
Shares

$0
0.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.03M
Shares

$0
0.0% of portfolio
Brookstone Capital Management

825K
Shares

$0
0.0% of portfolio

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PSEP

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Schulz Wealth, Ltd. Innovator U.S. Equity Power Bu Transaction History