Bernard Wealth Management Corp. Innovator U.S. Equity Power Bu Transaction History

Bernard Wealth Management Corp.

  • $239 Billion
  • Q3 2025

A detailed history of Bernard Wealth Management Corp. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 3,992 shares of PSEP stock, worth $0. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,992
Previous 2,774 43.91%
Holding current value
$0
Previous $113 Million 51.16%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Oct 14, 2025
BUY
N/A
1,218 Added 43.91%
3,992 $171 Million
Q1 2025

Apr 16, 2025
SELL
N/A
-850 Reduced 23.45%
2,774 $107 Million
Q4 2024

Feb 13, 2025
BUY
N/A
3,624 New
3,624 $130 Million

Others Institutions Holding PSEP

# of Institutions
235
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
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