Summit Wealth Partners, LLC Innovator U.S. Equity Power Bu Transaction History

Summit Wealth Partners, LLC

  • $554 Billion
  • Q3 2025

A detailed history of Summit Wealth Partners, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 21,005 shares of PSEP stock, worth $0. This represents 0.16% of its overall portfolio holdings.

Number of Shares
21,005
Previous 13,476 55.87%
Holding current value
$0
Previous $551 Million 63.72%
% of portfolio
0.16%
Previous 0.11%

Shares

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

Oct 21, 2025
BUY
N/A
7,529 Added 55.87%
21,005 $902 Million
Q2 2025

Aug 11, 2025
SELL
N/A
-1,162 Reduced 7.94%
13,476 $551 Million
Q1 2025

May 06, 2025
BUY
N/A
13 Added 0.09%
14,638 $562 Million
Q4 2024

Jan 27, 2025
SELL
N/A
-23,975 Reduced 62.11%
14,625 $572 Million
Q3 2024

Oct 28, 2024
BUY
N/A
10,000 Added 34.97%
38,600 $1.49 Billion
Q2 2024

Sep 11, 2024
SELL
N/A
-1,812 Reduced 5.96%
28,600 $1.07 Billion
Q1 2024

Sep 11, 2024
SELL
N/A
-41,573 Reduced 57.75%
30,412 $1.11 Billion
Q4 2023

Sep 11, 2024
SELL
N/A
-6,514 Reduced 8.3%
71,985 $2.5 Billion
Q3 2023

Sep 11, 2024
BUY
N/A
1,370 Added 1.78%
78,499 $2.54 Billion
Q2 2023

Sep 11, 2024
SELL
N/A
-2,105 Reduced 2.66%
77,129 $2.52 Billion
Q1 2023

Sep 11, 2024
SELL
N/A
-17,843 Reduced 18.38%
79,234 $2.43 Billion
Q4 2022

Sep 11, 2024
SELL
N/A
-201 Reduced 0.21%
97,077 $2.84 Billion
Q3 2022

Sep 11, 2024
BUY
N/A
90,022 Added 1240.66%
97,278 $2.71 Billion
Q4 2021

Sep 10, 2024
BUY
N/A
7,256 New
7,256 $221 Million
Q3 2020

Sep 10, 2024
BUY
N/A
8,217 New
8,217 $216 Million

Others Institutions Holding PSEP

# of Institutions
235
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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