Sutton Wealth Advisors
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Sutton Wealth Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Sutton Wealth Advisors’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 		$92K Buy
2,840
+306
+12% +$10.1K 0.05% 174
2023
Q2 		$82.9K Hold
2,534
– – 0.04% 184
2023
Q1 		$77.7K Hold
2,534
– – 0.04% 173
2022
Q4 		$74.1K Hold
2,534
– – 0.03% 302
2022
Q3 		$70.5K Buy
2,534
+417
+20% +$12.1K 0.03% 307
2022
Q2 		$59.5K Hold
2,117
– – 0.02% 339
2022
Q1 		$63.7K Hold
2,117
– – 0.02% 339
2021
Q4 		$64.3K Hold
2,117
– – 0.02% 350
2021
Q3 		$61.5K Buy
+2,117
New +$62.5K 0.02% 346
2021
Q2 		– Sell
-760
Closed -$21.8K – 1295
2021
Q1 		$21.8K Hold
760
– – 0.01% 652
2020
Q4 		$21.2K Buy
+760
New +$20.6K 0.01% 589

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 71.83% 1-Year Est. Return
Stuart Chaussee & Associates
Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 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 $10.1B AUM 17.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Joseph Group Capital Management
Joseph Group Capital Management Columbus, Ohio $476M AUM 21.21% 1-Year Est. Return
Cresset Asset Management
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Sutton Wealth Advisors's PSEP Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Innovator US Equity Power Buffer ETF September (PSEP) stake by 12% in Q3 2023, buying an estimated $10.1K and bringing the position to 2,840 shares worth $92K. The position accounts for 0.05% of the portfolio, ranked #174.

Sutton Wealth Advisors first reported a position in PSEP in Q4 2020 and has held it in 11 quarters since. 153 funds tracked by Wall St. Rank hold PSEP as of Q3 2023.

  • Sutton Wealth Advisors held 2,840 shares of Innovator US Equity Power Buffer ETF September worth $92K as of Q3 2023.
  • Sutton Wealth Advisors bought 306 Innovator US Equity Power Buffer ETF September shares in Q3 2023, an estimated $10.1K.
  • Innovator US Equity Power Buffer ETF September made up 0.05% of Sutton Wealth Advisors's portfolio in Q3 2023, its #174 holding.
  • Sutton Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2020 and has held it in 11 quarters since.
  • 153 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.