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Latitude Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Latitude 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
2022
Q2 		– Sell
-8,391
Closed -$252K – 274
2022
Q1 		$252K Buy
+8,391
New +$249K 0.06% 282

Other funds holding PSEP

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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Latitude Advisors's PSEP Position: Q2 2022 in Review

Latitude Advisors sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2022, closing a stake of 8,391 shares — an estimated $252K sold.

Latitude Advisors first reported a position in PSEP in Q1 2022 and held it in 1 quarter. The position peaked at $252K in Q1 2022. 91 funds tracked by Wall St. Rank hold PSEP as of Q2 2022.

  • Latitude Advisors reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2022 after selling out during the quarter.
  • Latitude Advisors sold 8,391 Innovator US Equity Power Buffer ETF September shares in Q2 2022, an estimated $252K.
  • Latitude Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2022 and held it in 1 quarter.
  • Latitude Advisors's Innovator US Equity Power Buffer ETF September position peaked at $252K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.