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NWF Advisory Services’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

NWF Advisory Services’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
Q4 		– Sell
-7,010
Closed -$270K – 386
2024
Q3 		$270K Hold
7,010
– – 0.04% 256
2024
Q2 		$263K Hold
7,010
– – 0.04% 241
2024
Q1 		$256K Buy
+7,010
New +$250K 0.04% 244

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AF
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BCM
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SCA
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Commonwealth Equity Services
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HighTower Advisors
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NWF Advisory Services's PSEP Position: Q4 2024 in Review

NWF Advisory Services sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2024, closing a stake of 7,010 shares — an estimated $270K sold.

NWF Advisory Services first reported a position in PSEP in Q1 2024 and held it in 3 quarters. The position peaked at $270K in Q3 2024. 210 funds tracked by Wall St. Rank hold PSEP as of Q4 2024.

  • NWF Advisory Services reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • NWF Advisory Services sold 7,010 Innovator US Equity Power Buffer ETF September shares in Q4 2024, an estimated $270K.
  • NWF Advisory Services first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2024 and held it in 3 quarters.
  • NWF Advisory Services's Innovator US Equity Power Buffer ETF September position peaked at $270K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2024.

Based on NWF Advisory Services's 13F filing for Q4 2024, filed 14 May 2025.