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Lord & Richards Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Lord & Richards Wealth Management’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
-11,879
Closed -$464K – 179
2024
Q4 		$464K Buy
+11,879
New +$463K 0.98% 43

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HighTower Advisors
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CAM
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KAS
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Lord & Richards Wealth Management's PSEP Position: Q1 2025 in Review

Lord & Richards Wealth Management sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2025, closing a stake of 11,879 shares — an estimated $464K sold.

Lord & Richards Wealth Management first reported a position in PSEP in Q4 2024 and held it in 1 quarter. The position peaked at $464K in Q4 2024. 192 funds tracked by Wall St. Rank hold PSEP as of Q1 2025.

  • Lord & Richards Wealth Management reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 11,879 Innovator US Equity Power Buffer ETF September shares in Q1 2025, an estimated $464K.
  • Lord & Richards Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2024 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $464K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.