Better Money Decisions’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Better Money Decisions’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	-13,101	Closed	-$424K	–	63
2023 Q3	$424K	Hold	13,101	–	–	0.37%	37
2023 Q2	$429K	Sell	13,101 -2,742	-17%	-$85.7K	0.35%	39
2023 Q1	$486K	Sell	15,843 -47,193	-75%	-$1.42M	0.41%	37
2022 Q4	$1.84M	Sell	63,036 -384	-0.6%	-$11.2K	1.6%	15
2022 Q3	$1.76M	Buy	63,420 +4,638	+8%	+$135K	1.72%	14
2022 Q2	$1.65M	Buy	58,782 +5,145	+10%	+$148K	1.4%	15
2022 Q1	$1.61M	Sell	53,637 -5,099	-9%	-$151K	1.51%	15
2021 Q4	$1.78M	Sell	58,736 -8,233	-12%	-$246K	1.5%	13
2021 Q3	$1.95M	Buy	66,969 +10,763	+19%	+$318K	1.6%	12
2021 Q2	$1.66M	Hold	56,206	–	–	1.48%	12
2021 Q1	$1.61M	Buy	+56,206	New	+$1.59M	1.67%	11

Other funds holding PSEP

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Better Money Decisions's PSEP Position: Q4 2023 in Review

Better Money Decisions sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2023, closing a stake of 13,101 shares — an estimated $424K sold.

Better Money Decisions first reported a position in PSEP in Q1 2021 and held it in 11 quarters. The position peaked at $1.95M in Q3 2021. 160 funds tracked by Wall St. Rank hold PSEP as of Q4 2023.

Better Money Decisions reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2023 after selling out during the quarter.
Better Money Decisions sold 13,101 Innovator US Equity Power Buffer ETF September shares in Q4 2023, an estimated $424K.
Better Money Decisions first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2021 and held it in 11 quarters.
Better Money Decisions's Innovator US Equity Power Buffer ETF September position peaked at $1.95M in Q3 2021.
160 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2023.

Based on Better Money Decisions's 13F filing for Q4 2023, filed 23 Jan 2024.