ARS Wealth Advisors Group’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

ARS Wealth Advisors Group’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 Q3	$512K	Sell	10,921 -449	-4%	-$20.9K	0.04%	135
2026 Q2	$524K	Sell	11,370 -189	-2%	-$8.55K	0.04%	134
2026 Q1	$498K	Sell	11,559 -837	-7%	-$36.6K	0.04%	125
2025 Q4	$542K	Sell	12,396 -119	-1%	-$5.14K	0.05%	109
2025 Q3	$538K	Buy	12,515 +4,754	+61%	+$199K	0.05%	106
2025 Q2	$317K	Hold	7,761	–	–	0.04%	127
2025 Q1	$298K	Sell	7,761 -6,222	-44%	-$244K	0.04%	120
2024 Q4	$547K	Hold	13,983	–	–	0.08%	89
2024 Q3	$539K	Sell	13,983 -3,099	-18%	-$117K	0.07%	97
2024 Q2	$640K	Hold	17,082	–	–	0.08%	86
2024 Q1	$623K	Hold	17,082	–	–	0.08%	88
2023 Q4	$594K	Hold	17,082	–	–	0.09%	86
2023 Q3	$553K	Buy	+17,082	New	+$563K	0.09%	87

Other funds holding PSEP

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

ARS Wealth Advisors Group's PSEP Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 3.9% in Q3 2026, selling an estimated $20.9K and leaving 10,921 shares worth $512K. The position accounts for 0.04% of the portfolio, ranked #135.

ARS Wealth Advisors Group first reported a position in PSEP in Q3 2023 and has held it in 13 quarters since. The position peaked at $640K in Q2 2024. 67 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

ARS Wealth Advisors Group held 10,921 shares of Innovator US Equity Power Buffer ETF September worth $512K as of Q3 2026.
ARS Wealth Advisors Group sold 449 Innovator US Equity Power Buffer ETF September shares in Q3 2026, an estimated $20.9K.
Innovator US Equity Power Buffer ETF September made up 0.04% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #135 holding.
ARS Wealth Advisors Group first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2023 and has held it in 13 quarters since.
ARS Wealth Advisors Group's Innovator US Equity Power Buffer ETF September position peaked at $640K in Q2 2024.
67 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.