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Phoenix Wealth Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Phoenix Wealth Advisors’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
2025
Q4 		– Sell
-9,300
Closed -$399K – 132
2025
Q3 		$399K Buy
+9,300
New +$390K 0.15% 93

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Osaic Holdings
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Focus Partners Wealth
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LPL Financial
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CAM
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Phoenix Wealth Advisors's PSEP Position: Q4 2025 in Review

Phoenix Wealth Advisors sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2025, closing a stake of 9,300 shares — an estimated $399K sold.

Phoenix Wealth Advisors first reported a position in PSEP in Q3 2025 and held it in 1 quarter. The position peaked at $399K in Q3 2025. 238 funds tracked by Wall St. Rank hold PSEP as of Q4 2025.

  • Phoenix Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2025 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 9,300 Innovator US Equity Power Buffer ETF September shares in Q4 2025, an estimated $399K.
  • Phoenix Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2025 and held it in 1 quarter.
  • Phoenix Wealth Advisors's Innovator US Equity Power Buffer ETF September position peaked at $399K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2025.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.