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BFI Wealth Solutions’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

BFI Wealth Solutions’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 		$1.59M Sell
34,563
-400
-1% -$18.1K 1.18% 31
2026
Q1 		$1.52M Buy
34,963
+6,949
+25% +$304K 1.45% 26
2025
Q4 		$1.22M Buy
+28,014
New +$1.21M 1.17% 29

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

BFI Wealth Solutions's PSEP Position: Q2 2026 in Review

BFI Wealth Solutions reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 1.1% in Q2 2026, selling an estimated $18.1K and leaving 34,563 shares worth $1.59M. The position accounts for 1.18% of the portfolio, ranked #31.

BFI Wealth Solutions first reported a position in PSEP in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • BFI Wealth Solutions held 34,563 shares of Innovator US Equity Power Buffer ETF September worth $1.59M as of Q2 2026.
  • BFI Wealth Solutions sold 400 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $18.1K.
  • Innovator US Equity Power Buffer ETF September made up 1.18% of BFI Wealth Solutions's portfolio in Q2 2026, its #31 holding.
  • BFI Wealth Solutions first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.