Q1WB
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Quest 10 Wealth Builders’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Quest 10 Wealth Builders’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
-648
Closed -$27.8K – 777
2024
Q4 		$27.8K Buy
+648
New +$27.8K 0.03% 254

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

Quest 10 Wealth Builders's BSEP Position: Q1 2025 in Review

Quest 10 Wealth Builders sold out of Innovator US Equity Buffer ETF September (BSEP) in Q1 2025, closing a stake of 648 shares — an estimated $27.8K sold.

Quest 10 Wealth Builders first reported a position in BSEP in Q4 2024 and held it in 1 quarter. The position peaked at $27.8K in Q4 2024. 97 funds tracked by Wall St. Rank hold BSEP as of Q1 2025.

  • Quest 10 Wealth Builders reported no remaining Innovator US Equity Buffer ETF September position as of Q1 2025 after selling out during the quarter.
  • Quest 10 Wealth Builders sold 648 Innovator US Equity Buffer ETF September shares in Q1 2025, an estimated $27.8K.
  • Quest 10 Wealth Builders first reported a position in Innovator US Equity Buffer ETF September in Q4 2024 and held it in 1 quarter.
  • Quest 10 Wealth Builders's Innovator US Equity Buffer ETF September position peaked at $27.8K in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q1 2025.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2025, filed 1 May 2025.