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Bright Futures Wealth Management’s Innovator International Developed Power Buffer ETF September ISEP Stock Holding History

Bright Futures Wealth Management’s Portfolio ISEP Stock Details ISEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-26,299
Closed -$739K – 177
2024
Q3 		$739K Buy
+26,299
New +$736K 0.36% 91

Other funds holding ISEP

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
SNWA
Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Bright Futures Wealth Management's ISEP Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Innovator International Developed Power Buffer ETF September (ISEP) in Q4 2024, closing a stake of 26,299 shares — an estimated $739K sold.

Bright Futures Wealth Management first reported a position in ISEP in Q3 2024 and held it in 1 quarter. The position peaked at $739K in Q3 2024. 43 funds tracked by Wall St. Rank hold ISEP as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Innovator International Developed Power Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 26,299 Innovator International Developed Power Buffer ETF September shares in Q4 2024, an estimated $739K.
  • Bright Futures Wealth Management first reported a position in Innovator International Developed Power Buffer ETF September in Q3 2024 and held it in 1 quarter.
  • Bright Futures Wealth Management's Innovator International Developed Power Buffer ETF September position peaked at $739K in Q3 2024.
  • 43 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF September as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.