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

Transform Wealth, LLC

$1.6 Billion
Q1 2025

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 13, 2023	SELL	N/A	-615,239 Reduced 68.88%	277,905 $0
Q1 2023 Apr 14, 2023	BUY	N/A	874,238 Added 4624.13%	893,144 $0
Q4 2022 Jan 12, 2023	SELL	N/A	-33,928 Reduced 64.22%	18,906 $0
Q3 2022 Oct 21, 2022	BUY	N/A	3,842 Added 7.84%	52,834 $1.47 Million
Q2 2022 Jul 15, 2022	SELL	N/A	-1,025,899 Reduced 95.44%	48,992 $1.38 Million
Q1 2022 Apr 25, 2022	BUY	N/A	1,062,543 Added 8604.98%	1,074,891 $32.3 Million
Q4 2021 Jan 26, 2022	SELL	N/A	-2,782 Reduced 18.39%	12,348 $375,000
Q3 2021 Oct 15, 2021	BUY	N/A	15,130 New	15,130 $440,000
Q4 2020 Jan 20, 2021	SELL	N/A	-896,427 Closed	0 $0
Q3 2020 Oct 21, 2020	BUY	N/A	896,427 New	896,427 $23.6 Million

Others Institutions Holding PSEP

# of Institutions

234

Shares Held

19.8M

Call Options Held

0

Put Options Held

0

About INNOVATOR U.S. EQUITY POWER BU

Ticker PSEP

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