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Mascoma Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Mascoma 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
2024
Q3 		– Sell
-61
Closed -$2.29K – 485
2024
Q2 		$2.29K Buy
+61
New +$2.24K ﹤0.01% 455

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SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
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HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return

Mascoma Wealth Management's PSEP Position: Q3 2024 in Review

Mascoma Wealth Management sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q3 2024, closing a stake of 61 shares — an estimated $2.29K sold.

Mascoma Wealth Management first reported a position in PSEP in Q2 2024 and held it in 1 quarter. The position peaked at $2.29K in Q2 2024. 192 funds tracked by Wall St. Rank hold PSEP as of Q3 2024.

  • Mascoma Wealth Management reported no remaining Innovator US Equity Power Buffer ETF September position as of Q3 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 61 Innovator US Equity Power Buffer ETF September shares in Q3 2024, an estimated $2.29K.
  • Mascoma Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q2 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $2.29K in Q2 2024.
  • 192 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2024.

Based on Mascoma Wealth Management's 13F filing for Q3 2024, filed 5 Nov 2024.