SFP
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Sterling Financial Planning’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-202
Closed -$6K – 315
2021
Q3 		$6K Hold
202
– – ﹤0.01% 350
2021
Q2 		$6K Hold
202
– – ﹤0.01% 333
2021
Q1 		$6K Hold
202
– – ﹤0.01% 307
2020
Q4 		$6K Buy
+202
New +$5.49K ﹤0.01% 289

Other funds holding PSEP

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
BA
Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Sterling Financial Planning's PSEP Position: Q4 2021 in Review

Sterling Financial Planning sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2021, closing a stake of 202 shares — an estimated $6K sold.

Sterling Financial Planning first reported a position in PSEP in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 99 funds tracked by Wall St. Rank hold PSEP as of Q4 2021.

  • Sterling Financial Planning reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 202 Innovator US Equity Power Buffer ETF September shares in Q4 2021, an estimated $6K.
  • Sterling Financial Planning first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's Innovator US Equity Power Buffer ETF September position peaked at $6K in Q3 2021.
  • 99 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.