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Madison Wealth Partners’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Madison Wealth Partners’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
2023
Q4 		– Sell
-6,296
Closed -$204K – 119
2023
Q3 		$204K Buy
+6,296
New +$207K 0.1% 91

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Madison Wealth Partners's PSEP Position: Q4 2023 in Review

Madison Wealth Partners sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2023, closing a stake of 6,296 shares — an estimated $204K sold.

Madison Wealth Partners first reported a position in PSEP in Q3 2023 and held it in 1 quarter. The position peaked at $204K in Q3 2023. 160 funds tracked by Wall St. Rank hold PSEP as of Q4 2023.

  • Madison Wealth Partners reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2023 after selling out during the quarter.
  • Madison Wealth Partners sold 6,296 Innovator US Equity Power Buffer ETF September shares in Q4 2023, an estimated $204K.
  • Madison Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2023 and held it in 1 quarter.
  • Madison Wealth Partners's Innovator US Equity Power Buffer ETF September position peaked at $204K in Q3 2023.
  • 160 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2023.

Based on Madison Wealth Partners's 13F filing for Q4 2023, filed 12 Feb 2024.