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

Bcgm Wealth Management, LLC

$297 Million
Q1 2025

A detailed history of Bcgm Wealth Management, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Bcgm Wealth Management, LLC holds 19,693 shares of PFEB stock, worth $731,988. This represents 0.24% of its overall portfolio holdings.

Number of Shares

19,693

Previous 29,693 33.68%

Holding current value

$731,988

Previous $1.09 Million 35.44%

% of portfolio

0.24%

Previous 0.38%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$35.54 - $37.44 $355,400 - $374,400	-10,000 Reduced 33.68%	19,693 $705,000
Q1 2024 May 07, 2024	BUY	$32.55 - $34.16 $100,579 - $105,554	3,090 Added 11.62%	29,693 $1.01 Million
Q2 2023 Aug 07, 2023	BUY	$29.2 - $30.79 $256,142 - $270,089	8,772 Added 49.2%	26,603 $819,000
Q1 2023 May 02, 2023	BUY	$28.16 - $29.33 $53,250 - $55,463	1,891 Added 11.86%	17,831 $521,000
Q1 2022 May 02, 2022	BUY	$28.11 - $29.69 $100,493 - $106,141	3,575 Added 28.91%	15,940 $467,000
Q4 2020 Feb 16, 2021	BUY	$24.85 - $26.23 $307,270 - $324,333	12,365 New	12,365 $335,000

Others Institutions Holding PFEB

# of Institutions

226

Shares Held

17.9M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PFEB
Sector ETFs
Industry ETFs

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