Wealth Enhancement Advisory Services’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.81M | Sell |
116,978
-45,371
| -28% | -$1.87M | 0.01% | 913 |
|
|
2025
Q1 | $6.24M | Sell |
162,349
-5,167
| -3% | -$198K | 0.01% | 743 |
|
|
2024
Q4 | $6.55M | Buy |
167,516
+6,221
| +4% | +$243K | 0.01% | 707 |
|
|
2024
Q3 | $6.21M | Buy |
161,295
+67,771
| +72% | +$2.61M | 0.01% | 663 |
|
|
2024
Q2 | $3.5M | Sell |
93,524
-163,018
| -64% | -$6.11M | 0.01% | 796 |
|
|
2024
Q1 | $9.36M | Sell |
256,542
-14,891
| -5% | -$544K | 0.02% | 499 |
|
|
2023
Q4 | $9.44M | Sell |
271,433
-30,386
| -10% | -$1.06M | 0.03% | 447 |
|
|
2023
Q3 | $9.78M | Buy |
+301,819
| New | +$9.78M | 0.03% | 419 |
|