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Next Financial Group’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Next Financial Group’s Portfolio BSEP Stock Details BSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$25K Hold
742
– – ﹤0.01% 1778
2021
Q3 		$23K Buy
+742
New +$23.7K ﹤0.01% 1739

Other funds holding BSEP

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Next Financial Group's BSEP Position: Q4 2021 in Review

Next Financial Group held its Innovator US Equity Buffer ETF September (BSEP) position steady in Q4 2021 at 742 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1778.

Next Financial Group first reported a position in BSEP in Q3 2021 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold BSEP as of Q4 2021.

  • Next Financial Group held 742 shares of Innovator US Equity Buffer ETF September worth $25K as of Q4 2021.
  • Next Financial Group left its Innovator US Equity Buffer ETF September share count unchanged in Q4 2021.
  • Innovator US Equity Buffer ETF September made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1778 holding.
  • Next Financial Group first reported a position in Innovator US Equity Buffer ETF September in Q3 2021 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.