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Action Point Financial Planning’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Action Point Financial Planning’s Portfolio BSEP Stock Details BSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33K Buy
+626
New +$32.3K ﹤0.01% 962

Other funds holding BSEP

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Action Point Financial Planning's BSEP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Innovator US Equity Buffer ETF September (BSEP) in Q2 2026: 626 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #962 among its holdings.

108 funds tracked by Wall St. Rank hold BSEP as of Q2 2026.

  • Action Point Financial Planning held 626 shares of Innovator US Equity Buffer ETF September worth $33K as of Q2 2026.
  • Innovator US Equity Buffer ETF September was a new Action Point Financial Planning position in Q2 2026.
  • Innovator US Equity Buffer ETF September made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #962 holding.
  • 108 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.