Forvis Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 76,069 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

76,069

Previous 98,829 23.03%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	N/A	-22,760 Reduced 23.03%	76,069 $0
Q4 2024 Feb 03, 2025	SELL	N/A	-12,601 Reduced 11.31%	98,829 $0
Q3 2024 Nov 14, 2024	SELL	N/A	-10,219 Reduced 8.4%	111,430 $0
Q2 2024 Aug 09, 2024	SELL	N/A	-3,170 Reduced 2.54%	121,649 $0
Q1 2024 Apr 19, 2024	SELL	N/A	-2,195 Reduced 1.73%	124,819 $0
Q4 2023 Jan 11, 2024	SELL	N/A	-53,109 Reduced 29.48%	127,014 $0
Q3 2023 Oct 25, 2023	BUY	N/A	20,425 Added 12.79%	180,123 $0
Q2 2023 Aug 08, 2023	SELL	N/A	-3,144 Reduced 1.93%	159,698 $0
Q1 2023 Apr 26, 2023	SELL	N/A	-2,511 Reduced 1.52%	162,842 $0
Q4 2022 Feb 02, 2023	SELL	N/A	-4,979 Reduced 2.92%	165,353 $0
Q3 2022 Oct 13, 2022	BUY	N/A	145,026 Added 573.09%	170,332 $4.74 Million
Q2 2022 Jul 22, 2022	BUY	N/A	25,306 New	25,306 $712,000

Others Institutions Holding PSEP

# of Institutions

206

Shares Held

15.6M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY POWER BU

Ticker PSEP

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Forvis Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History