Anfield Capital Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Anfield Capital Management’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 Q1	$14.2K	Hold	329	–	–	﹤0.01%	380
2025 Q4	$14.4K	Hold	329	–	–	﹤0.01%	295
2025 Q3	$14.1K	Hold	329	–	–	﹤0.01%	288
2025 Q2	$13.5K	Buy	+329	New	+$12.8K	﹤0.01%	260
2025 Q1	–	Sell	-329	Closed	-$12.9K	–	482
2024 Q4	$12.9K	Hold	329	–	–	﹤0.01%	212
2024 Q3	$12.7K	Hold	329	–	–	﹤0.01%	206
2024 Q2	$12.3K	Hold	329	–	–	0.01%	171
2024 Q1	$12K	Buy	+329	New	+$11.7K	0.01%	137

Other funds holding PSEP

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Anfield Capital Management's PSEP Position: Q1 2026 in Review

Anfield Capital Management held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q1 2026 at 329 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Anfield Capital Management first reported a position in PSEP in Q1 2024 and has held it in 8 quarters since. The position peaked at $14.4K in Q4 2025. 223 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

Anfield Capital Management held 329 shares of Innovator US Equity Power Buffer ETF September worth $14.2K as of Q1 2026.
Anfield Capital Management left its Innovator US Equity Power Buffer ETF September share count unchanged in Q1 2026.
Innovator US Equity Power Buffer ETF September made up ﹤0.01% of Anfield Capital Management's portfolio in Q1 2026, its #380 holding.
Anfield Capital Management first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2024 and has held it in 8 quarters since.
Anfield Capital Management's Innovator US Equity Power Buffer ETF September position peaked at $14.4K in Q4 2025.
223 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.