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 48,766 shares of PSEP stock, worth $0. This represents 0.76% of its overall portfolio holdings.

Number of Shares
48,766
Previous 46,990 3.78%
Holding current value
$0
Previous $1.76 Billion 6.72%
% of portfolio
0.76%
Previous 0.79%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INNOVATOR U.S. EQUITY POWER BU


  • Ticker PSEP
More about PSEP
Track This Portfolio

Track Cape Investment Advisory, Inc. Portfolio

Follow Cape Investment Advisory, Inc. 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 Cape Investment Advisory, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cape Investment Advisory, Inc. with notifications on news.