Pine Harbor Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History

Pine Harbor Wealth Management, LLC

$326 Billion
Q4 2025

A detailed history of Pine Harbor Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 5,834 shares of PSEP stock, worth $0. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,834

Holding current value

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 20, 2026	BUY	N/A	5,834 New	5,834 $255 Million

Others Institutions Holding PSEP

# of Institutions

236

Shares Held

19.7M

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

806K
Shares

$0
0.0% of portfolio

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PSEP

More about PSEP

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Pine Harbor Wealth Management, LLC Innovator U.S. Equity Power Bu Transaction History