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Blue Bell Private Wealth Management’s Innovator International Developed Power Buffer ETF September ISEP Stock Holding History

Blue Bell Private Wealth Management’s Portfolio ISEP Stock Details ISEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.1K Buy
+400
New +$13.3K ﹤0.01% 539

Other funds holding ISEP

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Blue Bell Private Wealth Management's ISEP Position: Q1 2026 in Review

Blue Bell Private Wealth Management opened a new position in Innovator International Developed Power Buffer ETF September (ISEP) in Q1 2026: 400 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings.

65 funds tracked by Wall St. Rank hold ISEP as of Q1 2026.

  • Blue Bell Private Wealth Management held 400 shares of Innovator International Developed Power Buffer ETF September worth $13.1K as of Q1 2026.
  • Innovator International Developed Power Buffer ETF September was a new Blue Bell Private Wealth Management position in Q1 2026.
  • Innovator International Developed Power Buffer ETF September made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #539 holding.
  • 65 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF September as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.