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Hochman Cole Investment Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Hochman Cole 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
2021
Q3 		$3.13M Buy
+107,832
New +$3.18M 1.23% 22

Other funds holding PSEP

PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Hochman Cole Investment Advisors's PSEP Position: Q3 2021 in Review

Hochman Cole Investment Advisors opened a new position in Innovator US Equity Power Buffer ETF September (PSEP) in Q3 2021: 107,832 shares worth $3.13M. The stake represents 1.23% of the portfolio and ranks #22 among its holdings.

81 funds tracked by Wall St. Rank hold PSEP as of Q3 2021.

  • Hochman Cole Investment Advisors held 107,832 shares of Innovator US Equity Power Buffer ETF September worth $3.13M as of Q3 2021.
  • Innovator US Equity Power Buffer ETF September was a new Hochman Cole Investment Advisors position in Q3 2021.
  • Innovator US Equity Power Buffer ETF September made up 1.23% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #22 holding.
  • 81 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.