Atria Investments
BSEP icon

Atria Investments’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Atria Investments’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
Q1 		– Sell
-39,844
Closed -$1.96M – 2047
2025
Q4 		$1.96M Buy
+39,844
New +$1.94M 0.02% 730

Other funds holding BSEP

Penserra Capital Management
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Atria Investments's BSEP Position: Q1 2026 in Review

Atria Investments sold out of Innovator US Equity Buffer ETF September (BSEP) in Q1 2026, closing a stake of 39,844 shares — an estimated $1.96M sold.

Atria Investments first reported a position in BSEP in Q4 2025 and held it in 1 quarter. The position peaked at $1.96M in Q4 2025. 99 funds tracked by Wall St. Rank hold BSEP as of Q1 2026.

  • Atria Investments reported no remaining Innovator US Equity Buffer ETF September position as of Q1 2026 after selling out during the quarter.
  • Atria Investments sold 39,844 Innovator US Equity Buffer ETF September shares in Q1 2026, an estimated $1.96M.
  • Atria Investments first reported a position in Innovator US Equity Buffer ETF September in Q4 2025 and held it in 1 quarter.
  • Atria Investments's Innovator US Equity Buffer ETF September position peaked at $1.96M in Q4 2025.
  • 99 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.