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Edge Capital Group’s Innovator International Developed Power Buffer ETF September ISEP Stock Holding History

Edge Capital Group’s Portfolio ISEP Stock Details ISEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$211K Buy
+7,654
New +$215K 0.01% 306

Other funds holding ISEP

FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
SNWA
Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois $222M AUM 10.94% 1-Year Est. Return
SRA
Secured Retirement Advisors St Louis Park, Minnesota $195M AUM 34.51% 1-Year Est. Return

Edge Capital Group's ISEP Position: Q4 2024 in Review

Edge Capital Group opened a new position in Innovator International Developed Power Buffer ETF September (ISEP) in Q4 2024: 7,654 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #306 among its holdings.

43 funds tracked by Wall St. Rank hold ISEP as of Q4 2024.

  • Edge Capital Group held 7,654 shares of Innovator International Developed Power Buffer ETF September worth $211K as of Q4 2024.
  • Innovator International Developed Power Buffer ETF September was a new Edge Capital Group position in Q4 2024.
  • Innovator International Developed Power Buffer ETF September made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #306 holding.
  • 43 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF September as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.