Number of Shares
677,378.00
Current Holdings Value*
$26.02 Mil
% of Portfolio
6.49%
Total Estimate Gain
$10.06 Mil
% of Total Estimate Gain
23.60%

Stuart Chaussee & Associates, Inc.'s Innovator U.S. Equity Power Buffer ETF - September Holding Summary

As of 2025-03-31, Stuart Chaussee & Associates, Inc. held 677,378.00 shares of Innovator U.S. Equity Power Buffer ETF - September(PSEP), totaling $26.02 Mil. This investment constitutes 6.49% of their stock portfolio, and Stuart Chaussee & Associates, Inc. now holds 3.78% of the outstanding Innovator U.S. Equity Power Buffer ETF - September(PSEP) stock.

The initial trade took place in 2022Q4. And since then Stuart Chaussee & Associates, Inc. has made 2 purchases of PSEP, at an average price of $29.11, for a total of 1.46 Mil shares. In addition, there have been 8 sales at an average price of $31.40 for 787,499.00 shares. Based on historical transaction data and PSEP's current price of $41.30, Stuart Chaussee & Associates, Inc.'s estimated gain on his PSEP holdings is $10.06 Mil, reflecting a 23.60% gain to date.

Stuart Chaussee & Associates, Inc. PSEP ($41.30) Holding Chart

Stuart Chaussee & Associates, Inc. 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 %

Top Ranked Articles

  • 1