PIAS
BSEP icon

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

PCA Investment 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
2025
Q1 		– Sell
-4,745
Closed -$204K – 63
2024
Q4 		$204K Buy
+4,745
New +$203K 0.09% 139

Other funds holding BSEP

PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RPSA
Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

PCA Investment Advisory Services's BSEP Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Innovator US Equity Buffer ETF September (BSEP) in Q1 2025, closing a stake of 4,745 shares — an estimated $204K sold.

PCA Investment Advisory Services first reported a position in BSEP in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 97 funds tracked by Wall St. Rank hold BSEP as of Q1 2025.

  • PCA Investment Advisory Services reported no remaining Innovator US Equity Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • PCA Investment Advisory Services sold 4,745 Innovator US Equity Buffer ETF September shares in Q1 2025, an estimated $204K.
  • PCA Investment Advisory Services first reported a position in Innovator US Equity Buffer ETF September in Q4 2024 and held it in 1 quarter.
  • PCA Investment Advisory Services's Innovator US Equity Buffer ETF September position peaked at $204K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.