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

BigSur 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	$1.75M	Buy	38,000 +22,000	+138%	+$996K	0.42%	66
2026 Q1	$689K	Hold	16,000	–	–	0.19%	103
2025 Q4	$699K	Hold	16,000	–	–	0.17%	104
2025 Q3	$687K	Hold	16,000	–	–	0.17%	102
2025 Q2	$654K	Hold	16,000	–	–	0.17%	107
2025 Q1	$615K	Hold	16,000	–	–	0.17%	107
2024 Q4	$625K	Hold	16,000	–	–	0.18%	105
2024 Q3	$616K	Hold	16,000	–	–	0.17%	108
2024 Q2	$600K	Hold	16,000	–	–	0.18%	102
2024 Q1	$584K	Hold	16,000	–	–	0.18%	100
2023 Q4	$556K	Buy	+16,000	New	+$533K	0.26%	79

Other funds holding PSEP

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 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

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

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

BigSur Wealth Management increased its Innovator US Equity Power Buffer ETF September (PSEP) stake by 138% in Q2 2026, buying an estimated $996K and bringing the position to 38,000 shares worth $1.75M. The position accounts for 0.42% of the portfolio, ranked #66.

BigSur Wealth Management first reported a position in PSEP in Q4 2023 and has held it in 11 quarters since. 58 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

BigSur Wealth Management held 38,000 shares of Innovator US Equity Power Buffer ETF September worth $1.75M as of Q2 2026.
BigSur Wealth Management bought 22,000 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $996K.
Innovator US Equity Power Buffer ETF September made up 0.42% of BigSur Wealth Management's portfolio in Q2 2026, its #66 holding.
BigSur Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2023 and has held it in 11 quarters since.
58 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.