Partnervest Advisory Services’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Partnervest Advisory Services’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
2020 Q3	$564K	Buy	+21,015	New	+$563K	0.18%	101

Other funds holding BSEP

PCS

Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Partnervest Advisory Services's BSEP Position: Q3 2020 in Review

Partnervest Advisory Services opened a new position in Innovator US Equity Buffer ETF September (BSEP) in Q3 2020: 21,015 shares worth $564K. The stake represents 0.18% of the portfolio and ranks #101 among its holdings.

21 funds tracked by Wall St. Rank hold BSEP as of Q3 2020.

Partnervest Advisory Services held 21,015 shares of Innovator US Equity Buffer ETF September worth $564K as of Q3 2020.
Innovator US Equity Buffer ETF September was a new Partnervest Advisory Services position in Q3 2020.
Innovator US Equity Buffer ETF September made up 0.18% of Partnervest Advisory Services's portfolio in Q3 2020, its #101 holding.
21 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.