PSEP — INNOVATOR ETFS TRUST

Ownership history in Chris Bulman Inc  ·  7 quarters on record

This page tracks every 13F SEC filing in which Chris Bulman Inc reported a position in INNOVATOR ETFS TRUST (PSEP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.52% (2024 Q3)
Avg. % of fund
1.3%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 74,577 +5,502 +8.0% 1.44% $3.3M $43.72
2025 Q3 ADDED 69,075 +19,184 +38.5% 1.49% $3.0M $42.95
2025 Q2 REDUCED 49,891 -225 -0.4% 1.16% $2.0M $40.89
2025 Q1 REDUCED 50,116 -7,283 -12.7% 1.22% $1.9M $38.41
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PSEP price (monthly, adj. close)

Other funds also holding PSEP

As of 2025 Q4 — sorted by position size

Stuart Chaussee & Associates, Inc. 3Y 7Y 5.51% YARGER WEALTH STRATEGIES, LLC 3Y 2.0% Michels Family Financial, LLC 1.4% CORRADO ADVISORS, LLC 3Y 7Y 1.3% BFI Wealth Solutions, LLC 1.17% Camelot Portfolios, LLC 3Y 7Y 1.05% Pinnacle Wealth Management Group, Inc. 3Y 0.94% Bellwether Advisors, LLC 3Y 0.89% Frisch Financial Group, Inc. 3Y 7Y 0.84% FSA Advisors, Inc. 0.81%
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