Mariner Independent Advisor Network’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Mariner Independent Advisor Network’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
2021 Q2	–	Sell	-12,280	Closed	-$353K	–	520
2021 Q1	$353K	Hold	12,280	–	–	0.02%	397
2020 Q4	$343K	Buy	+12,280	New	+$333K	0.02%	371

Other funds holding PSEP

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Mariner Independent Advisor Network's PSEP Position: Q2 2021 in Review

Mariner Independent Advisor Network sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2021, closing a stake of 12,280 shares — an estimated $353K sold.

Mariner Independent Advisor Network first reported a position in PSEP in Q4 2020 and held it in 2 quarters. The position peaked at $353K in Q1 2021. 59 funds tracked by Wall St. Rank hold PSEP as of Q2 2021.

Mariner Independent Advisor Network reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2021 after selling out during the quarter.
Mariner Independent Advisor Network sold 12,280 Innovator US Equity Power Buffer ETF September shares in Q2 2021, an estimated $353K.
Mariner Independent Advisor Network first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2020 and held it in 2 quarters.
Mariner Independent Advisor Network's Innovator US Equity Power Buffer ETF September position peaked at $353K in Q1 2021.
59 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2021.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2021, filed 10 Aug 2021.