Ladenburg Thalmann Financial Services’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Ladenburg Thalmann Financial 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
2019 Q4	$111K	Buy	4,300 +250	+6%	+$6.32K	﹤0.01%	2936
2019 Q3	$101K	Buy	+4,050	New	+$101K	﹤0.01%	2924

Other funds holding PSEP

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AAP

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Ladenburg Thalmann Financial Services's PSEP Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Innovator US Equity Power Buffer ETF September (PSEP) stake by 6.2% in Q4 2019, buying an estimated $6.32K and bringing the position to 4,300 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #2936.

Ladenburg Thalmann Financial Services first reported a position in PSEP in Q3 2019 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold PSEP as of Q4 2019.

Ladenburg Thalmann Financial Services held 4,300 shares of Innovator US Equity Power Buffer ETF September worth $111K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 250 Innovator US Equity Power Buffer ETF September shares in Q4 2019, an estimated $6.32K.
Innovator US Equity Power Buffer ETF September made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2936 holding.
Ladenburg Thalmann Financial Services first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2019 and has held it in 2 quarters since.
16 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.