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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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AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
TW
Transform Wealth Greenwood Village, Colorado $1.65B AUM 19.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Palumbo Wealth Management's PSEP Position: Q1 2023 in Review

Palumbo Wealth Management sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2023, closing a stake of 45,071 shares — an estimated $1.32M sold.

Palumbo Wealth Management first reported a position in PSEP in Q4 2022 and held it in 1 quarter. The position peaked at $1.32M in Q4 2022. 153 funds tracked by Wall St. Rank hold PSEP as of Q1 2023.

  • Palumbo Wealth Management reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2023 after selling out during the quarter.
  • Palumbo Wealth Management sold 45,071 Innovator US Equity Power Buffer ETF September shares in Q1 2023, an estimated $1.32M.
  • Palumbo Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2022 and held it in 1 quarter.
  • Palumbo Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $1.32M in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2023.

Based on Palumbo Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.