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Authentikos Wealth Advisory’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Authentikos Wealth Advisory’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
Q4 		– Sell
-288
Closed -$9.33K – 454
2023
Q3 		$9.33K Buy
+288
New +$9.49K 0.01% 245

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Authentikos Wealth Advisory's PSEP Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2023, closing a stake of 288 shares — an estimated $9.33K sold.

Authentikos Wealth Advisory first reported a position in PSEP in Q3 2023 and held it in 1 quarter. The position peaked at $9.33K in Q3 2023. 160 funds tracked by Wall St. Rank hold PSEP as of Q4 2023.

  • Authentikos Wealth Advisory reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2023 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 288 Innovator US Equity Power Buffer ETF September shares in Q4 2023, an estimated $9.33K.
  • Authentikos Wealth Advisory first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2023 and held it in 1 quarter.
  • Authentikos Wealth Advisory's Innovator US Equity Power Buffer ETF September position peaked at $9.33K in Q3 2023.
  • 160 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.