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Smith Salley Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Smith Salley Wealth Management’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
Q2 		– Sell
-8,954
Closed -$257K – 252
2021
Q1 		$257K Hold
8,954
– – 0.02% 214
2020
Q4 		$250K Buy
+8,954
New +$243K 0.03% 197

Other funds holding PSEP

ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Smith Salley Wealth Management's PSEP Position: Q2 2021 in Review

Smith Salley Wealth Management sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2021, closing a stake of 8,954 shares — an estimated $257K sold.

Smith Salley Wealth Management first reported a position in PSEP in Q4 2020 and held it in 2 quarters. The position peaked at $257K in Q1 2021. 59 funds tracked by Wall St. Rank hold PSEP as of Q2 2021.

  • Smith Salley Wealth Management reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2021 after selling out during the quarter.
  • Smith Salley Wealth Management sold 8,954 Innovator US Equity Power Buffer ETF September shares in Q2 2021, an estimated $257K.
  • Smith Salley Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2020 and held it in 2 quarters.
  • Smith Salley Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $257K in Q1 2021.
  • 59 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2021.

Based on Smith Salley Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.