Cypress Wealth Services’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Cypress Wealth Services’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
2023 Q3	–	Sell	-10,212	Closed	-$339K	–	252
2023 Q2	$339K	Sell	10,212 -500	-5%	-$15.6K	0.09%	173
2023 Q1	$329K	Hold	10,712	–	–	0.1%	173
2022 Q4	$313K	Hold	10,712	–	–	0.1%	174
2022 Q3	$300K	Buy	+10,712	New	+$311K	0.1%	171

Other funds holding PSEP

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

JGCM

Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Cypress Wealth Services's PSEP Position: Q3 2023 in Review

Cypress Wealth Services sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q3 2023, closing a stake of 10,212 shares — an estimated $339K sold.

Cypress Wealth Services first reported a position in PSEP in Q3 2022 and held it in 4 quarters. The position peaked at $339K in Q2 2023. 153 funds tracked by Wall St. Rank hold PSEP as of Q3 2023.

Cypress Wealth Services reported no remaining Innovator US Equity Power Buffer ETF September position as of Q3 2023 after selling out during the quarter.
Cypress Wealth Services sold 10,212 Innovator US Equity Power Buffer ETF September shares in Q3 2023, an estimated $339K.
Cypress Wealth Services first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2022 and held it in 4 quarters.
Cypress Wealth Services's Innovator US Equity Power Buffer ETF September position peaked at $339K in Q2 2023.
153 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2023.

Based on Cypress Wealth Services's 13F filing for Q3 2023, filed 13 Oct 2023.