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Fortitude Advisory Group’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-3,729
Closed -$112K – 999
2022
Q1 		$112K Hold
3,729
– – 0.06% 326
2021
Q4 		$113K Buy
+3,729
New +$112K 0.06% 324

Other funds holding PSEP

AllianceBernstein
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fortitude Advisory Group's PSEP Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2022, closing a stake of 3,729 shares — an estimated $112K sold.

Fortitude Advisory Group first reported a position in PSEP in Q4 2021 and held it in 2 quarters. The position peaked at $113K in Q4 2021. 91 funds tracked by Wall St. Rank hold PSEP as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 3,729 Innovator US Equity Power Buffer ETF September shares in Q2 2022, an estimated $112K.
  • Fortitude Advisory Group first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Innovator US Equity Power Buffer ETF September position peaked at $113K in Q4 2021.
  • 91 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.