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Atria Investments’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Atria Investments’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-229,096
Closed -$7.03M – 873
2023
Q1 		$7.03M Buy
+229,096
New +$6.9M 0.13% 185

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Atria Investments's PSEP Position: Q2 2023 in Review

Atria Investments sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2023, closing a stake of 229,096 shares — an estimated $7.03M sold.

Atria Investments first reported a position in PSEP in Q1 2023 and held it in 1 quarter. The position peaked at $7.03M in Q1 2023. 143 funds tracked by Wall St. Rank hold PSEP as of Q2 2023.

  • Atria Investments reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2023 after selling out during the quarter.
  • Atria Investments sold 229,096 Innovator US Equity Power Buffer ETF September shares in Q2 2023, an estimated $7.03M.
  • Atria Investments first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2023 and held it in 1 quarter.
  • Atria Investments's Innovator US Equity Power Buffer ETF September position peaked at $7.03M in Q1 2023.
  • 143 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2023.

Based on Atria Investments's 13F filing for Q2 2023, filed 4 Aug 2023.