Joseph Group Capital Management PSEP Holdings History
Joseph Group Capital Management's Innovator U.S. Equity Power Buffer ETF - September Holding Summary
As of 2025-03-31, Joseph Group Capital Management held 2,468.00 shares of Innovator U.S. Equity Power Buffer ETF - September(PSEP), totaling $94,800.00. This investment constitutes 0.04% of their stock portfolio, and Joseph Group Capital Management now holds 0.01% of the outstanding Innovator U.S. Equity Power Buffer ETF - September(PSEP) stock.
The initial trade took place in 2022Q4. And since then Joseph Group Capital Management has made 7 purchases of PSEP, at an average price of $30.95, for a total of 573,030.00 shares. In addition, there have been 3 sales at an average price of $37.11 for 570,562.00 shares. Based on historical transaction data and PSEP's current price of $41.12, Joseph Group Capital Management's estimated gain on his PSEP holdings is $3.54 Mil, reflecting a 19.97% gain to date.
Joseph Group Capital Management PSEP ($41.12) Holding Chart
Joseph Group Capital Management PSEP ($41.12) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
