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Bedel Financial Consulting’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Bedel Financial Consulting’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 		$1.09M Sell
23,628
-203
-0.9% -$9.19K 0.1% 103
2026
Q1 		$1.03M Hold
23,831
– – 0.12% 98
2025
Q4 		$1.04M Hold
23,831
– – 0.11% 102
2025
Q3 		$1.02M Sell
23,831
-236
-1% -$9.89K 0.13% 96
2025
Q2 		$984K Hold
24,067
– – 0.13% 94
2025
Q1 		$926K Hold
24,067
– – 0.13% 94
2024
Q4 		$957K Sell
24,067
-773
-3% -$30.1K 0.13% 92
2024
Q3 		$957K Buy
24,840
+264
+1% +$9.97K 0.14% 87
2024
Q2 		$921K Sell
24,576
-168
-0.7% -$6.18K 0.14% 83
2024
Q1 		$903K Sell
24,744
-155
-0.6% -$5.52K 0.14% 81
2023
Q4 		$866K Hold
24,899
– – 0.16% 81
2023
Q3 		$807K Buy
24,899
+15,927
+178% +$525K 0.16% 75
2023
Q2 		$293K Sell
8,972
-366
-4% -$11.4K 0.06% 185
2023
Q1 		$286K Hold
9,338
– – 0.07% 175
2022
Q4 		$273K Hold
9,338
– – 0.07% 176
2022
Q3 		$269K Buy
9,338
+327
+4% +$9.48K 0.07% 169
2022
Q2 		$253K Sell
9,011
-49
-0.5% -$1.41K 0.07% 164
2022
Q1 		$272K Buy
9,060
+295
+3% +$8.75K 0.09% 156
2021
Q4 		$266K Buy
8,765
+1,659
+23% +$49.7K 0.08% 161
2021
Q3 		$206K Buy
7,106
+3,809
+116% +$112K 0.07% 181
2021
Q2 		$97K Sell
3,297
-2,221
-40% -$64.8K 0.03% 279
2021
Q1 		$159K Hold
5,518
– – 0.06% 199
2020
Q4 		$154K Buy
5,518
+3,190
+137% +$86.6K 0.07% 177
2020
Q3 		$61K Buy
2,328
+928
+66% +$24.4K 0.03% 279
2020
Q2 		$36K Hold
1,400
– – 0.02% 323
2020
Q1 		$32K Hold
1,400
– – 0.02% 325
2019
Q4 		$36K Buy
+1,400
New +$35.4K 0.02% 335

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bedel Financial Consulting's PSEP Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 0.85% in Q2 2026, selling an estimated $9.19K and leaving 23,628 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #103.

Bedel Financial Consulting first reported a position in PSEP in Q4 2019 and has held it in 27 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Bedel Financial Consulting held 23,628 shares of Innovator US Equity Power Buffer ETF September worth $1.09M as of Q2 2026.
  • Bedel Financial Consulting sold 203 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $9.19K.
  • Innovator US Equity Power Buffer ETF September made up 0.1% of Bedel Financial Consulting's portfolio in Q2 2026, its #103 holding.
  • Bedel Financial Consulting first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2019 and has held it in 27 quarters since.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.