Personal CFO Solutions
PSEP icon

Personal CFO Solutions’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Personal CFO Solutions’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
-15,292
Closed -$589K – 577
2024
Q3 		$589K Buy
+15,292
New +$578K 0.08% 226
2021
Q4 		– Sell
-792,710
Closed -$23M – 506
2021
Q3 		$23M Buy
+792,710
New +$23.4M 4.72% 1
2021
Q1 		– Sell
-280,047
Closed -$7.82M – 443
2020
Q4 		$7.82M Sell
280,047
-592,050
-68% -$16.1M 1.94% 7
2020
Q3 		$23M Buy
+872,097
New +$23M 7.67% 1

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Stuart Chaussee & Associates
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Personal CFO Solutions's PSEP Position: Q4 2024 in Review

Personal CFO Solutions sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2024, closing a stake of 15,292 shares — an estimated $589K sold.

Personal CFO Solutions first reported a position in PSEP in Q3 2020 and held it in 4 quarters. The position peaked at $23M in Q3 2021. 211 funds tracked by Wall St. Rank hold PSEP as of Q4 2024.

  • Personal CFO Solutions reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 15,292 Innovator US Equity Power Buffer ETF September shares in Q4 2024, an estimated $589K.
  • Personal CFO Solutions first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2020 and held it in 4 quarters.
  • Personal CFO Solutions's Innovator US Equity Power Buffer ETF September position peaked at $23M in Q3 2021.
  • 211 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.