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Bernard Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Bernard Wealth Management’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$113K Hold
2,774
– – 0.05% 84
2025
Q1 		$107K Sell
2,774
-850
-23% -$32.6K 0.05% 79
2024
Q4 		$142K Buy
+3,624
New +$142K 0.07% 70