Stuart Chaussee & Associates
PSEP icon

Stuart Chaussee & Associates’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Stuart Chaussee & Associates’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
Q4 		– Sell
-588,586
Closed -$25.3M – 119
2025
Q3 		$25.3M Sell
588,586
-26,313
-4% -$1.1M 5.51% 7
2025
Q2 		$25.1M Sell
614,899
-62,479
-9% -$2.44M 5.66% 8
2025
Q1 		$26M Sell
677,378
-3,284
-0.5% -$129K 6.48% 6
2024
Q4 		$26.6M Sell
680,662
-3,484
-0.5% -$136K 6.59% 5
2024
Q3 		$26.4M Sell
684,146
-2,838
-0.4% -$107K 6.92% 4
2024
Q2 		$25.7M Sell
686,984
-5,610
-0.8% -$206K 7.09% 4
2024
Q1 		$25.3M Sell
692,594
-1,635
-0.2% -$58.2K 7.27% 4
2023
Q4 		$24.1M Buy
694,229
+2,848
+0.4% +$94.9K 7.04% 4
2023
Q3 		$22.4M Sell
691,381
-17,257
-2% -$568K 7.45% 4
2023
Q2 		$23.2M Sell
708,638
-735,640
-51% -$23M 7.3% 4
2023
Q1 		$44.3M Sell
1,444,278
-17,751
-1% -$535K 15.04% 2
2022
Q4 		$42.8M Buy
+1,462,029
New +$42.5M 15.8% 2

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stuart Chaussee & Associates's PSEP Position: Q4 2025 in Review

Stuart Chaussee & Associates sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2025, closing a stake of 588,586 shares — an estimated $25.3M sold.

Stuart Chaussee & Associates first reported a position in PSEP in Q4 2022 and held it in 12 quarters. The position peaked at $44.3M in Q1 2023. 241 funds tracked by Wall St. Rank hold PSEP as of Q4 2025.

  • Stuart Chaussee & Associates reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2025 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 588,586 Innovator US Equity Power Buffer ETF September shares in Q4 2025, an estimated $25.3M.
  • Stuart Chaussee & Associates first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2022 and held it in 12 quarters.
  • Stuart Chaussee & Associates's Innovator US Equity Power Buffer ETF September position peaked at $44.3M in Q1 2023.
  • 241 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2025.