Cape Investment Advisory, Inc. Innovator U.S. Equity Power Bu Transaction History

Cape Investment Advisory, Inc.

  • $274 Billion
  • Q2 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 41,151 shares of PSEP stock, worth $0. This represents 0.61% of its overall portfolio holdings.

Number of Shares
41,151
Previous 46,226 10.98%
Holding current value
$0
Previous $1.78 Billion 5.23%
% of portfolio
0.61%
Previous 0.71%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
SELL
N/A
-5,075 Reduced 10.98%
41,151 $1.68 Billion
Q1 2025

May 16, 2025
SELL
N/A
-1,340 Reduced 2.82%
46,226 $1.78 Billion
Q4 2024

Feb 05, 2025
SELL
N/A
-1,200 Reduced 2.46%
47,566 $1.86 Billion
Q3 2024

Nov 14, 2024
BUY
N/A
1,776 Added 3.78%
48,766 $1.88 Billion
Q1 2024

Jun 21, 2024
SELL
N/A
-2,200 Reduced 4.47%
46,990 $1.72 Billion
Q3 2023

Nov 06, 2023
BUY
N/A
11,350 Added 29.99%
49,190 $1.59 Billion
Q2 2023

Oct 12, 2023
SELL
N/A
-335 Reduced 0.88%
37,840 $1.24 Billion
Q1 2023

Oct 12, 2023
BUY
N/A
38,175 New
38,175 $1.17 Billion

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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