Summit Wealth Partners’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 | $902K | Buy |
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|
2025
Q2 | $551K | Sell |
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|
2025
Q1 | $562K | Buy |
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|
2024
Q4 | $572K | Sell |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.07M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $2.54M | Buy |
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|
2023
Q2 | $2.52M | Sell |
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|
2023
Q1 | $2.43M | Sell |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $2.71M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $221K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $216K | Buy |
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