Dixon Hughes Goodman Wealth Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Dixon Hughes Goodman Wealth 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
2022 Q1	$1.2M	Sell	39,968 -7,463	-16%	-$221K	0.34%	46
2021 Q4	$1.44M	Buy	+47,431	New	+$1.42M	0.47%	30

Other funds holding PSEP

Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return

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

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

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

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

PCM

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

ICG

InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's PSEP Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 16% in Q1 2022, selling an estimated $221K and leaving 39,968 shares worth $1.2M. The position accounts for 0.34% of the portfolio, ranked #46.

Dixon Hughes Goodman Wealth Advisors first reported a position in PSEP in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.44M in Q4 2021. 99 funds tracked by Wall St. Rank hold PSEP as of Q1 2022.

Dixon Hughes Goodman Wealth Advisors held 39,968 shares of Innovator US Equity Power Buffer ETF September worth $1.2M as of Q1 2022.
Dixon Hughes Goodman Wealth Advisors sold 7,463 Innovator US Equity Power Buffer ETF September shares in Q1 2022, an estimated $221K.
Innovator US Equity Power Buffer ETF September made up 0.34% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #46 holding.
Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2021 and has held it in 2 quarters since.
Dixon Hughes Goodman Wealth Advisors's Innovator US Equity Power Buffer ETF September position peaked at $1.44M in Q4 2021.
99 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.