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

Action Point Financial Planning’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 		$942K Buy
+20,460
New +$926K 0.1% 170

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

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

Action Point Financial Planning opened a new position in Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026: 20,460 shares worth $942K. The stake represents 0.1% of the portfolio and ranks #170 among its holdings.

218 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Action Point Financial Planning held 20,460 shares of Innovator US Equity Power Buffer ETF September worth $942K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF September was a new Action Point Financial Planning position in Q2 2026.
  • Innovator US Equity Power Buffer ETF September made up 0.1% of Action Point Financial Planning's portfolio in Q2 2026, its #170 holding.
  • 218 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

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