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

Simplicity 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
2021
Q1 		– Sell
-53,841
Closed -$1.5M – 844
2020
Q4 		$1.5M Buy
+53,841
New +$1.46M 0.02% 450

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VBFP
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ACM
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Citadel Advisors
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OWA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Simplicity Solutions's PSEP Position: Q1 2021 in Review

Simplicity Solutions sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2021, closing a stake of 53,841 shares — an estimated $1.5M sold.

Simplicity Solutions first reported a position in PSEP in Q4 2020 and held it in 1 quarter. The position peaked at $1.5M in Q4 2020. 72 funds tracked by Wall St. Rank hold PSEP as of Q1 2021.

  • Simplicity Solutions reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 53,841 Innovator US Equity Power Buffer ETF September shares in Q1 2021, an estimated $1.5M.
  • Simplicity Solutions first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2020 and held it in 1 quarter.
  • Simplicity Solutions's Innovator US Equity Power Buffer ETF September position peaked at $1.5M in Q4 2020.
  • 72 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.