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

BigSur Wealth Management’s Portfolio PSEP Stock Details PSEP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$687K	Hold
2025 Q2	$654K	Hold
2025 Q1	$615K	Hold
2024 Q4	$625K	Hold
2024 Q3	$616K	Hold
2024 Q2	$600K	Hold
2024 Q1	$584K	Hold
2023 Q4	$556K	Buy