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Global Strategic Investment Solutions’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Global Strategic Investment Solutions’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
Q4 		– Sell
-43,477
Closed -$1.21M – 137
2022
Q3 		$1.21M Buy
+43,477
New +$1.26M 0.06% 61

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SFG
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Osaic Holdings
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PCM
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JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
OWA
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DIM
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Global Strategic Investment Solutions's PSEP Position: Q4 2022 in Review

Global Strategic Investment Solutions sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2022, closing a stake of 43,477 shares — an estimated $1.21M sold.

Global Strategic Investment Solutions first reported a position in PSEP in Q3 2022 and held it in 1 quarter. The position peaked at $1.21M in Q3 2022. 154 funds tracked by Wall St. Rank hold PSEP as of Q4 2022.

  • Global Strategic Investment Solutions reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2022 after selling out during the quarter.
  • Global Strategic Investment Solutions sold 43,477 Innovator US Equity Power Buffer ETF September shares in Q4 2022, an estimated $1.21M.
  • Global Strategic Investment Solutions first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2022 and held it in 1 quarter.
  • Global Strategic Investment Solutions's Innovator US Equity Power Buffer ETF September position peaked at $1.21M in Q3 2022.
  • 154 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2022.

Based on Global Strategic Investment Solutions's 13F filing for Q4 2022, filed 20 Jan 2023.