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Lloyd Advisory Services’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Lloyd Advisory 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
2024
Q4 		– Sell
-5,757
Closed -$222K – 114
2024
Q3 		$222K Buy
+5,757
New +$218K 0.11% 92

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Lloyd Advisory Services's PSEP Position: Q4 2024 in Review

Lloyd Advisory Services sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2024, closing a stake of 5,757 shares — an estimated $222K sold.

Lloyd Advisory Services first reported a position in PSEP in Q3 2024 and held it in 1 quarter. The position peaked at $222K in Q3 2024. 210 funds tracked by Wall St. Rank hold PSEP as of Q4 2024.

  • Lloyd Advisory Services reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • Lloyd Advisory Services sold 5,757 Innovator US Equity Power Buffer ETF September shares in Q4 2024, an estimated $222K.
  • Lloyd Advisory Services first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2024 and held it in 1 quarter.
  • Lloyd Advisory Services's Innovator US Equity Power Buffer ETF September position peaked at $222K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2024.

Based on Lloyd Advisory Services's 13F filing for Q4 2024, filed 3 Feb 2025.