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Siligmueller & Norvid Wealth Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Siligmueller & Norvid 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
Q3 		– Sell
-8,550
Closed -$352K – 212
2025
Q2 		$352K Hold
8,550
– – 0.14% 79
2025
Q1 		$328K Hold
8,550
– – 0.14% 78
2024
Q4 		$334K Buy
+8,550
New +$333K 0.14% 77

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BCM
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Citadel Advisors
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Osaic Holdings
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SCA
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's PSEP Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q3 2025, closing a stake of 8,550 shares — an estimated $352K sold.

Siligmueller & Norvid Wealth Advisors first reported a position in PSEP in Q4 2024 and held it in 3 quarters. The position peaked at $352K in Q2 2025. 219 funds tracked by Wall St. Rank hold PSEP as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Innovator US Equity Power Buffer ETF September position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 8,550 Innovator US Equity Power Buffer ETF September shares in Q3 2025, an estimated $352K.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Innovator US Equity Power Buffer ETF September position peaked at $352K in Q2 2025.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.