Stuart Chaussee & Associates, Inc.
CIK 1653253 · Holdings on Sep 30, 2025 · First reported Oct 22, 2025
Top ten holdings
Q3 2025- BAPR22.56%
- FHDG18.99%
- SIXP12.60%
- XBAP11.73%
- VGT10.25%
- IGM6.28%
- PSEP5.51%
- XTAP1.80%
- PNOV1.74%
- BJAN1.31%
Share classes counted separately92.77%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VGTWeight increased · +0.74 pp9.51% → 10.25%Shares -683 (-1.07%)
- XTAPWeight decreased · -0.60 pp2.40% → 1.80%Shares -71.10K (-25.48%)
- IGMWeight increased · +0.47 pp5.81% → 6.28%Shares -828 (-0.36%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BAPRINNOVATOR U.S. EQUITY BUFFERCommon View history and evidence | $103.42M | 22.56% | 2.20M shares | 22.59% → 22.56%-0.03 pp -13.97K (-0.63%) | Reduced | ↗▾ |
| 02 | FHDGFTEQUITY QRTRLY DYN BUFF ETFCommon View history and evidence | $87.06M | 18.99% | 2.64M shares | Prior unavailable +2.64M | New | ↗▾ |
| 03 | SIXPALLIAN US EQU 6 MON BU10-USDCommon View history and evidence | $57.78M | 12.60% | 1.88M shares | Prior unavailable +1.88M | New | ↗▾ |
| 04 | XBAPINNOVATOR US EQY ACCEL 9 BUFCommon View history and evidence | $53.79M | 11.73% | 1.42M shares | 11.79% → 11.73%-0.06 pp -3.52K (-0.25%) | Reduced | ↗▾ |
| 05 | VGTVANGUARD INFO TECH ETFCommon View history and evidence | $46.99M | 10.25% | 62.93K shares | 9.51% → 10.25%+0.74 pp -683 (-1.07%) | Reduced | ↗▾ |
| 06 | IGMISHARES EXPANDED TECH SECTORCommon View history and evidence | $28.80M | 6.28% | 228.64K shares | 5.81% → 6.28%+0.47 pp -828 (-0.36%) | Reduced | ↗▾ |
| 07 | PSEPINNOVATOR U.S. EQUITY POWERCommon View history and evidence | $25.28M | 5.51% | 588.59K shares | 5.66% → 5.51%-0.15 pp -26.31K (-4.28%) | Reduced | ↗▾ |
| 08 | XTAPINNOVATOR US EQTY ACCEL PLCommon View history and evidence | $8.24M | 1.80% | 207.96K shares | 2.40% → 1.80%-0.60 pp -71.10K (-25.48%) | Reduced | ↗▾ |
| 09 | PNOVINNOVATOR U.S. EQUITY POWERCommon View history and evidence | $7.99M | 1.74% | 194.70K shares | 1.75% → 1.74%-0.01 pp -2.25K (-1.14%) | Reduced | ↗▾ |
| 10 | BJANINNOVATOR U.S. EQUITY BUFFERCommon View history and evidence | $5.99M | 1.31% | 112.93K shares | 1.28% → 1.31%+0.03 pp -200 (-0.18%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BFEB INNOVATOR U.S. EQUITY BUFFER | Non-derivative | -1,560,824 | -$69.69M | SEC filing ↗ | SEC filing ↗ |
| QJUN FT VEST NASDAQ-100 BUFFER ET | Non-derivative | -1,391,119 | -$41.14M | SEC filing ↗ | SEC filing ↗ |
| BFAP FT VEST BTC FLOOR 15 ETF-APR | Non-derivative | -1,188,683 | -$27.53M | SEC filing ↗ | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1653253 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 458429776
}Research all 180 reported holdings.
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