Keystone Financial Group (Georgia)’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Keystone Financial Group (Georgia)’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
2025 Q1	–	Sell	-21,740	Closed	-$850K	–	169
2024 Q4	$850K	Buy	+21,740	New	+$847K	0.69%	24

Other funds holding PSEP

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Keystone Financial Group (Georgia)'s PSEP Position: Q1 2025 in Review

Keystone Financial Group (Georgia) sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2025, closing a stake of 21,740 shares — an estimated $850K sold.

Keystone Financial Group (Georgia) first reported a position in PSEP in Q4 2024 and held it in 1 quarter. The position peaked at $850K in Q4 2024. 192 funds tracked by Wall St. Rank hold PSEP as of Q1 2025.

Keystone Financial Group (Georgia) reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2025 after selling out during the quarter.
Keystone Financial Group (Georgia) sold 21,740 Innovator US Equity Power Buffer ETF September shares in Q1 2025, an estimated $850K.
Keystone Financial Group (Georgia) first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2024 and held it in 1 quarter.
Keystone Financial Group (Georgia)'s Innovator US Equity Power Buffer ETF September position peaked at $850K in Q4 2024.
192 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2025.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q1 2025, filed 7 May 2025.