Cypress Wealth Services’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,212
| Closed | -$339K | – | 252 |
|
|
2023
Q2 | $339K | Sell |
10,212
-500
| -5% | -$16.6K | 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 | +$300K | 0.1% | 171 |
|