Transform Wealth LLC 13D/13G Filings for Innovator S&P 500 Power Buffer ETF - September (PSEP)

Transform Wealth LLC 13D and 13G filings for Innovator S&P 500 Power Buffer ETF - September:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Shares have been adjusted for stock splits.
Time period
Reported
DateTime
Transaction
Date
Type Company
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev Report View
2023-05-01
4:15 pm
Sale
2023-05-01 13G Innovator S&P 500 Power Buffer ETF - September
PSEP
Transform Wealth LLC 619,636
2.960%
-504,288decrease
(-44.87%)
Filing
2023-04-04
4:23 pm
Purchase
2023-04-10 13G Innovator S&P 500 Power Buffer ETF - September
PSEP
Transform Wealth LLC 1,123,924
5.190%
1,059,181increase
(+1635.98%)
Filing
2022-06-02
2:24 pm
Sale
2022-06-10 13G Innovator S&P 500 Power Buffer ETF - September
PSEP
Transform Wealth LLC 64,743
0.790%
-1,014,668decrease
(-94.00%)
Filing
2022-03-09
1:03 pm
Purchase
2022-03-10 13G Innovator S&P 500 Power Buffer ETF - September
PSEP
Transform Wealth LLC 1,079,411
11.830%
1,075,325increase
(+26317.30%)
Filing
2021-01-06
3:33 pm
Sale
2021-01-10 13G Innovator S&P 500 Power Buffer ETF - September
PSEP
Transform Wealth LLC 4,086
0.000%
-896,558decrease
(-99.55%)
Filing
2020-10-02
09:43 am
Purchase
2020-10-09 13G Innovator S&P 500 Power Buffer ETF - September
PSEP
Transform Wealth LLC 900,644
10.630%
900,644increase
(New Position)
Filing