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Coppell Advisory Solutions’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Coppell Advisory Solutions’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
-3,368
Closed -$132K – 1468
2024
Q4 		$132K Hold
3,368
– – 0.02% 363
2024
Q3 		$129K Buy
+3,368
New +$127K 0.02% 356

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SCA
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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

Coppell Advisory Solutions's PSEP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2025, closing a stake of 3,368 shares — an estimated $132K sold.

Coppell Advisory Solutions first reported a position in PSEP in Q3 2024 and held it in 2 quarters. The position peaked at $132K in Q4 2024. 192 funds tracked by Wall St. Rank hold PSEP as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3,368 Innovator US Equity Power Buffer ETF September shares in Q1 2025, an estimated $132K.
  • Coppell Advisory Solutions first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Innovator US Equity Power Buffer ETF September position peaked at $132K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.