Steward Partners Investment Advisory’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.33M | Buy |
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|
2025
Q2 | $408K | Sell |
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|
2025
Q1 | $402K | Hold |
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|
2024
Q4 | $409K | Hold |
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|
2024
Q3 | $403K | Hold |
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|
2024
Q2 | $392K | Sell |
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|
2024
Q1 | $442K | Hold |
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|
2023
Q4 | $421K | Hold |
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|
2023
Q3 | $392K | Buy |
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|
2023
Q2 | $282K | Hold |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $239K | Buy |
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