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

BIP Wealth’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
Q1 		$378K Sell
8,779
-79
-0.9% -$3.46K 0.02% 336
2025
Q4 		$387K Buy
+8,858
New +$383K 0.01% 329

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BIP Wealth's PSEP Position: Q1 2026 in Review

BIP Wealth reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 0.89% in Q1 2026, selling an estimated $3.46K and leaving 8,779 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #336.

BIP Wealth first reported a position in PSEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $387K in Q4 2025. 220 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

  • BIP Wealth held 8,779 shares of Innovator US Equity Power Buffer ETF September worth $378K as of Q1 2026.
  • BIP Wealth sold 79 Innovator US Equity Power Buffer ETF September shares in Q1 2026, an estimated $3.46K.
  • Innovator US Equity Power Buffer ETF September made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #336 holding.
  • BIP Wealth first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
  • BIP Wealth's Innovator US Equity Power Buffer ETF September position peaked at $387K in Q4 2025.
  • 220 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.