AE Wealth Management LLC PSEP Holdings History
AE Wealth Management LLC's Innovator U.S. Equity Power Buffer ETF - September Holding Summary
As of 2025-03-31, AE Wealth Management LLC held 54,211.00 shares of Innovator U.S. Equity Power Buffer ETF - September(PSEP), totaling $2.08 Mil. This investment constitutes 0.02% of their stock portfolio, and AE Wealth Management LLC now holds 0.3% of the outstanding Innovator U.S. Equity Power Buffer ETF - September(PSEP) stock.
The initial trade took place in 2021Q3. And since then AE Wealth Management LLC has made 7 purchases of PSEP, at an average price of $36.66, for a total of 1.52 Mil shares. In addition, there have been 8 sales at an average price of $38.92 for 1.47 Mil shares. Based on historical transaction data and PSEP's current price of $41.30, AE Wealth Management LLC's estimated gain on his PSEP holdings is $3.57 Mil, reflecting a 6.39% gain to date.
AE Wealth Management LLC PSEP ($41.30) Holding Chart
AE Wealth Management LLC PSEP ($41.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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