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Lantz Financial’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Lantz Financial’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
-8,325
Closed -$325K – 236
2024
Q4 		$325K Hold
8,325
– – 0.09% 169
2024
Q3 		$321K Buy
+8,325
New +$315K 0.09% 177

Other funds holding PSEP

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
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

Lantz Financial's PSEP Position: Q1 2025 in Review

Lantz Financial sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2025, closing a stake of 8,325 shares — an estimated $325K sold.

Lantz Financial first reported a position in PSEP in Q3 2024 and held it in 2 quarters. The position peaked at $325K in Q4 2024. 192 funds tracked by Wall St. Rank hold PSEP as of Q1 2025.

  • Lantz Financial reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Lantz Financial sold 8,325 Innovator US Equity Power Buffer ETF September shares in Q1 2025, an estimated $325K.
  • Lantz Financial first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2024 and held it in 2 quarters.
  • Lantz Financial's Innovator US Equity Power Buffer ETF September position peaked at $325K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2025.

Based on Lantz Financial's 13F filing for Q1 2025, filed 8 Apr 2025.