Beacon Pointe Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 185,009 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
185,009
Previous 179,868 2.86%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2025
BUY
N/A
5,141 Added 2.86%
185,009 $0
Q2 2025

Aug 13, 2025
BUY
N/A
10,331 Added 6.09%
179,868 $0
Q1 2025

May 13, 2025
SELL
N/A
-11,746 Reduced 6.48%
169,537 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-7,218 Reduced 3.83%
181,283 $0
Q3 2024

Nov 14, 2024
BUY
N/A
26,069 Added 16.05%
188,501 $0
Q2 2024

Aug 12, 2024
SELL
N/A
-18,030 Reduced 9.99%
162,432 $0
Q1 2024

May 14, 2024
SELL
N/A
-40,001 Reduced 18.14%
180,462 $0
Q4 2023

Feb 08, 2024
BUY
N/A
20,503 Added 10.25%
220,463 $0
Q3 2023

Nov 14, 2023
BUY
N/A
61,868 Added 44.8%
199,960 $0
Q2 2023

Aug 11, 2023
SELL
N/A
-9,652 Reduced 6.53%
138,092 $0
Q1 2023

May 12, 2023
SELL
N/A
-1,594 Reduced 1.07%
147,744 $0
Q4 2022

Feb 14, 2023
BUY
N/A
5,856 Added 4.08%
149,338 $0
Q3 2022

Nov 09, 2022
BUY
N/A
56,353 Added 64.68%
143,482 $4 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-48,735 Reduced 35.87%
87,129 $2.45 Million
Q1 2022

May 17, 2022
BUY
N/A
32,309 Added 31.2%
135,864 $4.09 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-19,795 Reduced 16.05%
103,555 $3.15 Million
Q3 2021

Nov 15, 2021
BUY
N/A
4,407 Added 3.71%
123,350 $3.58 Million
Q2 2021

Aug 17, 2021
SELL
N/A
-20,813 Reduced 14.89%
118,943 $3.51 Million
Q1 2021

May 18, 2021
SELL
N/A
-5,411 Reduced 3.73%
139,756 $4.01 Million
Q4 2020

Feb 12, 2021
BUY
N/A
36,591 Added 33.7%
145,167 $4.05 Million
Q3 2020

Nov 16, 2020
BUY
N/A
108,576 New
108,576 $2.85 Million

Others Institutions Holding PSEP

# of Institutions
234
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 Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, 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 Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email