EverSource Wealth Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.2K | Hold |
1,008
| – | – | ﹤0.01% | 1740 |
|
|
2025
Q1 | $38.7K | Hold |
1,008
| – | – | ﹤0.01% | 1365 |
|
|
2024
Q4 | $39.4K | Hold |
1,008
| – | – | ﹤0.01% | 1291 |
|
|
2024
Q3 | $38.8K | Sell |
1,008
-309
| -23% | -$11.9K | ﹤0.01% | 1175 |
|
|
2024
Q2 | $49.7K | Sell |
1,317
-440
| -25% | -$16.6K | ﹤0.01% | 1097 |
|
|
2024
Q1 | $63.5K | Buy |
+1,757
| New | +$63.5K | 0.01% | 880 |
|