Axxcess Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Axxcess Wealth 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 Q2	$421K	Buy	+9,138	New	+$414K	0.01%	765
2026 Q1	–	Sell	-9,138	Closed	-$399K	–	831
2025 Q4	$399K	Hold	9,138	–	–	0.01%	761
2025 Q3	$392K	Sell	9,138 -254	-3%	-$10.6K	0.01%	686
2025 Q2	$384K	Hold	9,392	–	–	0.01%	653
2025 Q1	$361K	Buy	+9,392	New	+$369K	0.01%	628
2022 Q4	–	Sell	-7,463	Closed	-$208K	–	663
2022 Q3	$208K	Buy	+7,463	New	+$216K	0.02%	492

Other funds holding PSEP

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Axxcess Wealth Management's PSEP Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026: 9,138 shares worth $421K. The stake represents 0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in PSEP as recently as Q4 2025.

Axxcess Wealth Management first reported a position in PSEP in Q3 2022 and has held it in 6 quarters since. 124 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Axxcess Wealth Management held 9,138 shares of Innovator US Equity Power Buffer ETF September worth $421K as of Q2 2026.
Innovator US Equity Power Buffer ETF September was a new Axxcess Wealth Management position in Q2 2026.
Innovator US Equity Power Buffer ETF September made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #765 holding.
Axxcess Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2022 and has held it in 6 quarters since.
124 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.