Wealth Enhancement Advisory Services
PSEP icon

Wealth Enhancement Advisory Services’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$3.06M Sell
66,100
-33,638
-34% -$1.52M 0.01% 1306
2026
Q1 		$4.32M Sell
99,738
-71,818
-42% -$3.14M 0.01% 961
2025
Q4 		$7.54M Buy
171,556
+3,914
+2% +$169K 0.01% 815
2025
Q3 		$7.19M Buy
167,642
+50,664
+43% +$2.12M 0.01% 790
2025
Q2 		$4.81M Sell
116,978
-45,371
-28% -$1.77M 0.01% 915
2025
Q1 		$6.24M Sell
162,349
-5,167
-3% -$203K 0.01% 744
2024
Q4 		$6.55M Buy
167,516
+6,221
+4% +$242K 0.01% 708
2024
Q3 		$6.21M Buy
161,295
+67,771
+72% +$2.56M 0.01% 664
2024
Q2 		$3.5M Sell
93,524
-163,018
-64% -$5.99M 0.01% 796
2024
Q1 		$9.36M Sell
256,542
-14,891
-5% -$530K 0.02% 499
2023
Q4 		$9.44M Sell
271,433
-30,386
-10% -$1.01M 0.03% 447
2023
Q3 		$9.78M Buy
+301,819
New +$9.94M 0.03% 419

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CA
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BCM
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YWS
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PWMG
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BWM
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PFA
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SEP
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FFN
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TWM
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CFP
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