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

Capital A Wealth Management’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
2025
Q1 		– Sell
-28
Closed -$1.09K – 868
2024
Q4 		$1.09K Buy
+28
New +$1.09K ﹤0.01% 548

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PCM
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SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Capital A Wealth Management's PSEP Position: Q1 2025 in Review

Capital A Wealth Management sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2025, closing a stake of 28 shares — an estimated $1.09K sold.

Capital A Wealth Management first reported a position in PSEP in Q4 2024 and held it in 1 quarter. The position peaked at $1.09K in Q4 2024. 192 funds tracked by Wall St. Rank hold PSEP as of Q1 2025.

  • Capital A Wealth Management reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 28 Innovator US Equity Power Buffer ETF September shares in Q1 2025, an estimated $1.09K.
  • Capital A Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2024 and held it in 1 quarter.
  • Capital A Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $1.09K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2025.

Based on Capital A Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.