Phoenix Wealth Advisors Innovator U.S. Equity Power Bu Transaction History

Phoenix Wealth Advisors

$254 Million
Q3 2025

A detailed history of Phoenix Wealth Advisors transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Phoenix Wealth Advisors holds 9,300 shares of PSEP stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,300

Holding current value

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 28, 2025	BUY	N/A	9,300 New	9,300 $0

Others Institutions Holding PSEP

# of Institutions

225

Shares Held

16.7M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

3.3M
Shares

$0
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

1.43M
Shares

$0
0.82% of portfolio
Commonwealth Equity Services, LLC

1.13M
Shares

$0
0.06% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.03M
Shares

$0
0.0% of portfolio
Brookstone Capital Management

825K
Shares

$0
0.0% of portfolio

View Full List

About INNOVATOR U.S. EQUITY POWER BU

Ticker PSEP

More about PSEP

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