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Stuart Chaussee & Associates’s Innovator International Developed Power Buffer ETF September ISEP Stock Holding History

Stuart Chaussee & Associates’s Portfolio ISEP Stock Details ISEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,396,432
Closed -$40.2M – 187
2025
Q1 		$40.2M Buy
+1,396,432
New +$39.8M 10% 4

Other funds holding ISEP

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stuart Chaussee & Associates's ISEP Position: Q2 2025 in Review

Stuart Chaussee & Associates sold out of Innovator International Developed Power Buffer ETF September (ISEP) in Q2 2025, closing a stake of 1,396,432 shares — an estimated $40.2M sold.

Stuart Chaussee & Associates first reported a position in ISEP in Q1 2025 and held it in 1 quarter. The position peaked at $40.2M in Q1 2025. 53 funds tracked by Wall St. Rank hold ISEP as of Q2 2025.

  • Stuart Chaussee & Associates reported no remaining Innovator International Developed Power Buffer ETF September position as of Q2 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 1,396,432 Innovator International Developed Power Buffer ETF September shares in Q2 2025, an estimated $40.2M.
  • Stuart Chaussee & Associates first reported a position in Innovator International Developed Power Buffer ETF September in Q1 2025 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Innovator International Developed Power Buffer ETF September position peaked at $40.2M in Q1 2025.
  • 53 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF September as of Q2 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2025, filed 1 Aug 2025.