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HBW Advisory Services’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

HBW Advisory Services’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
2021
Q2 		– Sell
-8,595
Closed -$247K – 272
2021
Q1 		$247K Hold
8,595
– – 0.07% 210
2020
Q4 		$240K Hold
8,595
– – 0.07% 191
2020
Q3 		$226K Buy
+8,595
New +$226K 0.09% 170

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HighTower Advisors
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OWA
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PCM
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BA
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BPA
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HBW Advisory Services's PSEP Position: Q2 2021 in Review

HBW Advisory Services sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2021, closing a stake of 8,595 shares — an estimated $247K sold.

HBW Advisory Services first reported a position in PSEP in Q3 2020 and held it in 3 quarters. The position peaked at $247K in Q1 2021. 59 funds tracked by Wall St. Rank hold PSEP as of Q2 2021.

  • HBW Advisory Services reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2021 after selling out during the quarter.
  • HBW Advisory Services sold 8,595 Innovator US Equity Power Buffer ETF September shares in Q2 2021, an estimated $247K.
  • HBW Advisory Services first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2020 and held it in 3 quarters.
  • HBW Advisory Services's Innovator US Equity Power Buffer ETF September position peaked at $247K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2021.

Based on HBW Advisory Services's 13F filing for Q2 2021, filed 15 Jul 2021.