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Accredited Investors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Accredited Investors’s Portfolio PSEP Stock Details PSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Hold
24,500
– – 0.05% 108
2026
Q1 		$1.05M Hold
24,500
– – 0.06% 103
2025
Q4 		$1.07M Hold
24,500
– – 0.06% 104
2025
Q3 		$1.05M Buy
+24,500
New +$1.03M 0.06% 97

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Accredited Investors's PSEP Position: Q2 2026 in Review

Accredited Investors held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 24,500 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #108.

Accredited Investors first reported a position in PSEP in Q3 2025 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Accredited Investors held 24,500 shares of Innovator US Equity Power Buffer ETF September worth $1.13M as of Q2 2026.
  • Accredited Investors left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF September made up 0.05% of Accredited Investors's portfolio in Q2 2026, its #108 holding.
  • Accredited Investors first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.