SEC 13F Intelligence

Stuart Chaussee & Associates, Inc. / PSEP

Stuart Chaussee & Associates, Inc.’s Innovator Etfs Trust Position

Does Stuart Chaussee & Associates, Inc. own Innovator Etfs Trust (PSEP)? Not currently — the last reported position was 588.6K shares worth $25M in Q3 2025; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$25M
Q3 2025
Shares
588.6K
% of Portfolio
+5.51%
Quarters Held
12
position exited

Position History PSEP

Reported value by quarter
Q4 ’22: $43MQ4 ’22Q1 ’23: $44MQ2 ’23: $23MQ2 ’23Q3 ’23: $22MQ4 ’23: $24MQ4 ’23Q1 ’24: $25MQ2 ’24: $26MQ2 ’24Q3 ’24: $26MQ4 ’24: $27MQ4 ’24Q1 ’25: $26MQ2 ’25: $25MQ2 ’25Q3 ’25: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025588.6K$25M+5.51%
Q2 2025614.9K$25M+5.66%
Q1 2025677.4K$26M+6.48%
Q4 2024680.7K$27M+6.59%
Q3 2024684.1K$26M+6.92%
Q2 2024687.0K$26M+7.09%
Q1 2024692.6K$25M+7.27%
Q4 2023694.2K$24M+7.04%
Q3 2023691.4K$22M+7.45%
Q2 2023708.6K$23M+7.30%
Q1 20231.44M$44M+15.04%
Q4 20221.46M$43M+15.80%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stuart Chaussee & Associates, Inc.’s full portfolio or all institutional holders of PSEP.