Avantax Advisory Services, Inc. Innovator U.S. Equity Power Bu Transaction History

Avantax Advisory Services, Inc.

$13.8 Billion
Q2 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 45,818 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

45,818

Previous 46,158 0.74%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	N/A	-340 Reduced 0.74%	45,818 $0
Q1 2024 May 08, 2024	SELL	N/A	-2,289 Reduced 4.72%	46,158 $0
Q4 2023 Feb 07, 2024	SELL	N/A	-21,700 Reduced 30.94%	48,447 $0
Q3 2023 Nov 07, 2023	BUY	N/A	2,686 Added 3.98%	70,147 $0
Q2 2023 Aug 11, 2023	SELL	N/A	-6,590 Reduced 8.9%	67,461 $0
Q1 2023 Apr 28, 2023	BUY	N/A	440 Added 0.6%	74,051 $0
Q4 2022 Feb 13, 2023	BUY	N/A	10,668 Added 16.95%	73,611 $0
Q3 2022 Nov 01, 2022	BUY	N/A	25,050 Added 66.11%	62,943 $1.75 Million
Q2 2022 Aug 02, 2022	BUY	N/A	8,393 Added 28.45%	37,893 $1.07 Million
Q1 2022 Apr 27, 2022	BUY	N/A	3,150 Added 11.95%	29,500 $886,000
Q4 2021 Jan 24, 2022	BUY	N/A	610 Added 2.37%	26,350 $801,000
Q3 2021 Oct 21, 2021	BUY	N/A	5,393 Added 26.51%	25,740 $748,000
Q1 2021 May 13, 2021	BUY	N/A	790 Added 4.04%	20,347 $585,000
Q4 2020 Jan 22, 2021	BUY	N/A	19,557 New	19,557 $542,000

Others Institutions Holding PSEP

# of Institutions

185

Shares Held

16.3M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PSEP

More about PSEP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Innovator U.S. Equity Power Bu Transaction History