Fort Washington Investment Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Fort Washington Investment 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
2023 Q2	–	Sell	-15,000	Closed	-$460K	–	391
2023 Q1	$460K	Hold	15,000	–	–	﹤0.01%	315
2022 Q4	$439K	Hold	15,000	–	–	﹤0.01%	318
2022 Q3	$417K	Buy	+15,000	New	+$435K	﹤0.01%	335
2021 Q3	–	Sell	-9,711	Closed	-$286K	–	520
2021 Q2	$286K	Hold	9,711	–	–	﹤0.01%	465
2021 Q1	$279K	Sell	9,711 -1,500	-13%	-$42.3K	﹤0.01%	454
2020 Q4	$313K	Hold	11,211	–	–	﹤0.01%	442
2020 Q3	$295K	Buy	+11,211	New	+$295K	﹤0.01%	436

Other funds holding PSEP

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

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 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

PCM

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

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

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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

JGCM

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

OWA

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

Fort Washington Investment Advisors's PSEP Position: Q2 2023 in Review

Fort Washington Investment Advisors sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2023, closing a stake of 15,000 shares — an estimated $460K sold.

Fort Washington Investment Advisors first reported a position in PSEP in Q3 2020 and held it in 7 quarters. The position peaked at $460K in Q1 2023. 143 funds tracked by Wall St. Rank hold PSEP as of Q2 2023.

Fort Washington Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2023 after selling out during the quarter.
Fort Washington Investment Advisors sold 15,000 Innovator US Equity Power Buffer ETF September shares in Q2 2023, an estimated $460K.
Fort Washington Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2020 and held it in 7 quarters.
Fort Washington Investment Advisors's Innovator US Equity Power Buffer ETF September position peaked at $460K in Q1 2023.
143 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2023.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.