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Beacon Financial Strategies’s Innovator International Developed Power Buffer ETF September ISEP Stock Holding History

Beacon Financial Strategies’s Portfolio ISEP Stock Details ISEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.67K Buy
+106
New +$3.6K ﹤0.01% 185

Other funds holding ISEP

SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Beacon Financial Strategies's ISEP Position: Q2 2026 in Review

Beacon Financial Strategies opened a new position in Innovator International Developed Power Buffer ETF September (ISEP) in Q2 2026: 106 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #185 among its holdings.

67 funds tracked by Wall St. Rank hold ISEP as of Q2 2026.

  • Beacon Financial Strategies held 106 shares of Innovator International Developed Power Buffer ETF September worth $3.67K as of Q2 2026.
  • Innovator International Developed Power Buffer ETF September was a new Beacon Financial Strategies position in Q2 2026.
  • Innovator International Developed Power Buffer ETF September made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #185 holding.
  • 67 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF September as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.