Compass Financial Services Inc Innovator U.S. Equity Buffer E Transaction History
Compass Financial Services Inc
- $206 Billion
- Q2 2025
A detailed history of Compass Financial Services Inc transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Compass Financial Services Inc holds 4,062 shares of BSEP stock, worth $195,300. This represents 0.09% of its overall portfolio holdings.
Number of Shares
4,062
              Previous 4,062
              
        
           -0.0%
        
      
          
        Holding current value
$195,300
            Previous $170 Million
            
        
           8.11%
        
      
          
        % of portfolio
0.09%
            Previous 0.09%
          
        Shares
	  1 transactions
	
  Others Institutions Holding BSEP
# of Institutions
116Shares Held
3.9MCall Options Held
0Put Options Held
0- 
    
      Brookstone Capital Management561KShares$27 Million0.38% of portfolio
- 
    
      Outlook Wealth Advisors, LLC406KShares$19.5 Million5.93% of portfolio
- 
    
      Penserra Capital Management LLC Orinda, CA387KShares$18.6 Million0.24% of portfolio
- 
    
      Commonwealth Equity Services, LLC290KShares$13.9 Million0.02% of portfolio
- 
    
      Advisor Group Holdings, Inc. Phoenix, AZ226KShares$10.9 Million0.02% of portfolio