AC
PSEP icon

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

Avestar Capital’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 		– Sell
-13,400
Closed -$586K – 546
2025
Q4 		$586K Buy
+13,400
New +$579K 0.04% 311

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avestar Capital's PSEP Position: Q1 2026 in Review

Avestar Capital sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2026, closing a stake of 13,400 shares — an estimated $586K sold.

Avestar Capital first reported a position in PSEP in Q4 2025 and held it in 1 quarter. The position peaked at $586K in Q4 2025. 223 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

  • Avestar Capital reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2026 after selling out during the quarter.
  • Avestar Capital sold 13,400 Innovator US Equity Power Buffer ETF September shares in Q1 2026, an estimated $586K.
  • Avestar Capital first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2025 and held it in 1 quarter.
  • Avestar Capital's Innovator US Equity Power Buffer ETF September position peaked at $586K in Q4 2025.
  • 223 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.