BFS
KSEP

Beacon Financial Strategies’s Innovator U.S. Small Cap Power Buffer ETF - September KSEP Stock Holding History

Beacon Financial Strategies’s Portfolio KSEP Stock Details KSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88K Buy
+61
New +$1.83K ﹤0.01% 195

Other funds holding KSEP

FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

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

Beacon Financial Strategies opened a new position in Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) in Q2 2026: 61 shares worth $1.88K. The stake represents ﹤0.01% of the portfolio and ranks #195 among its holdings.

3 funds tracked by Wall St. Rank hold KSEP as of Q2 2026.

  • Beacon Financial Strategies held 61 shares of Innovator U.S. Small Cap Power Buffer ETF - September worth $1.88K as of Q2 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - September was a new Beacon Financial Strategies position in Q2 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - September made up ﹤0.01% of Beacon Financial Strategies's portfolio in Q2 2026, its #195 holding.
  • 3 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - September as of Q2 2026.

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