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Legacy Wealth Management (Idaho)’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-885
Closed -$34K – 840
2025
Q1 		$34K Buy
+885
New +$34.7K 0.02% 180

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Legacy Wealth Management (Idaho)'s PSEP Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2025, closing a stake of 885 shares — an estimated $34K sold.

Legacy Wealth Management (Idaho) first reported a position in PSEP in Q1 2025 and held it in 1 quarter. The position peaked at $34K in Q1 2025. 195 funds tracked by Wall St. Rank hold PSEP as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 885 Innovator US Equity Power Buffer ETF September shares in Q2 2025, an estimated $34K.
  • Legacy Wealth Management (Idaho) first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Innovator US Equity Power Buffer ETF September position peaked at $34K in Q1 2025.
  • 195 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.