Compass Advisory Group LLC Innovator U.S. Equity Power Bu Transaction History

Compass Advisory Group LLC

  • $312 Million
  • Q3 2025

A detailed history of Compass Advisory Group LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Compass Advisory Group LLC holds 14,888 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
14,888
Previous 13,888 7.2%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 06, 2025
BUY
N/A
1,000 Added 7.2%
14,888 $0
Q2 2025

Jul 28, 2025
SELL
N/A
-1,565 Reduced 10.13%
13,888 $0
Q1 2025

May 13, 2025
SELL
N/A
-1,302 Reduced 7.77%
15,453 $0
Q4 2024

Jan 24, 2025
BUY
N/A
77 Added 0.46%
16,755 $0
Q3 2024

Oct 23, 2024
BUY
N/A
2,806 Added 20.23%
16,678 $0
Q2 2024

Jul 31, 2024
SELL
N/A
-406 Reduced 2.84%
13,872 $0
Q3 2023

Oct 24, 2023
BUY
N/A
14,278 New
14,278 $0

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
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