Straight Path Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Straight Path 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
2025 Q3	$922K	Sell
2025 Q2	$929K	Hold
2025 Q1	$872K	Hold
2024 Q4	$888K	Hold
2024 Q3	$875K	Sell
2024 Q2	$851K	Hold
2024 Q1	$829K	Hold
2023 Q4	$789K	Buy
2022 Q1	–	Sell
2021 Q4	$266K	Buy