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Stone House Investment Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Stone House Investment 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
2023
Q3 		– Sell
-287
Closed -$9.39K – 375
2023
Q2 		$9.39K Hold
287
– – ﹤0.01% 166
2023
Q1 		$8.8K Buy
+287
New +$8.64K ﹤0.01% 172
2021
Q2 		– Sell
-9,389
Closed -$262K – 45
2021
Q1 		$262K Hold
9,389
– – 0.13% 30
2020
Q4 		$262K Buy
+9,389
New +$255K 0.13% 30

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SCA
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
JGCM
Joseph Group Capital Management Columbus, Ohio $400M AUM 18.42% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Stone House Investment Management's PSEP Position: Q3 2023 in Review

Stone House Investment Management sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q3 2023, closing a stake of 287 shares — an estimated $9.39K sold.

Stone House Investment Management first reported a position in PSEP in Q4 2020 and held it in 4 quarters. The position peaked at $262K in Q1 2021. 153 funds tracked by Wall St. Rank hold PSEP as of Q3 2023.

  • Stone House Investment Management reported no remaining Innovator US Equity Power Buffer ETF September position as of Q3 2023 after selling out during the quarter.
  • Stone House Investment Management sold 287 Innovator US Equity Power Buffer ETF September shares in Q3 2023, an estimated $9.39K.
  • Stone House Investment Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2020 and held it in 4 quarters.
  • Stone House Investment Management's Innovator US Equity Power Buffer ETF September position peaked at $262K in Q1 2021.
  • 153 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2023.

Based on Stone House Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.