PSEP INNOVATOR ETFS TRUST
FollowUS EQTY PWR BUF (fund)
212 managers (212 13F filers) reported a position in PSEP shares at 2024-12-31, 18,578,099 shares in all. 15 filers opened a position and 16 filers sold out during the quarter.
- Managers
- 212
- 13F filers
- 212
- New
- 15
- Added
- 30
- Reduced
- 81
- Sold out
- 16
- Shares held by filers
- 18,578,099
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2024
Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Anfield Capital Management, LLCin group Anfield Capital Management, L… | 329 | $12.9K | <0.01% | 0 | 13F-HRTimelineGroup |
| HAZLETT, BURT & WATSON, INC. | 245 | $10K | <0.01% | 0 | 13F-HRTimeline |
| New Millennium Group LLC | 171 | $6.68K | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 168 | $6.57K | <0.01% | new | 13F-HRTimelineGroup |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 62 | $2.42K | <0.01% | 0 | 13F-HRTimeline |
| FMR LLCin group FMR LLC | 29 | $1.13K | <0.01% | new | 13F-HRTimelineGroup |
| Capital A Wealth Management, LLC | 28 | $1.09K | <0.01% | 13F-HRTimeline | |
| TSFG, LLC | 18 | $1K | <0.01% | 0 | 13F-HRTimeline |
| Transce3nd, LLC | 10 | $391 | <0.01% | 13F-HRTimeline | |
| LANARK FINANCIAL, INC. | 2 | $114 | 0.01% | -2,933 | 13F-HRTimeline |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0% | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |
| WINNACLE WEALTH LLC | 0 | $0 | 0% | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |