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PWM
PSEP icon

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

Palumbo 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
2023
Q1
– Sell
-45,071
Closed -$1.32M – 93
2022
Q4
$1.32M Buy
+45,071
New +$1.31M 1.05% 19

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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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