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Cambridge Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Cambridge Advisors’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
2020
Q3 		– Sell
-23,850
Closed -$616K – 153
2020
Q2 		$616K Buy
+23,850
New +$594K 0.19% 82

Other funds holding PSEP

TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SFSG
Stearns Financial Services Group Greensboro, North Carolina $639M AUM 11.66% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
SHWM
Silicon Hills Wealth Management Austin, Texas $177M AUM 13.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Advisors's PSEP Position: Q3 2020 in Review

Cambridge Advisors sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q3 2020, closing a stake of 23,850 shares — an estimated $616K sold.

Cambridge Advisors first reported a position in PSEP in Q2 2020 and held it in 1 quarter. The position peaked at $616K in Q2 2020. 51 funds tracked by Wall St. Rank hold PSEP as of Q3 2020.

  • Cambridge Advisors reported no remaining Innovator US Equity Power Buffer ETF September position as of Q3 2020 after selling out during the quarter.
  • Cambridge Advisors sold 23,850 Innovator US Equity Power Buffer ETF September shares in Q3 2020, an estimated $616K.
  • Cambridge Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q2 2020 and held it in 1 quarter.
  • Cambridge Advisors's Innovator US Equity Power Buffer ETF September position peaked at $616K in Q2 2020.
  • 51 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2020.

Based on Cambridge Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.