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

Bullock 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
Q1 		– Sell
-1,853
Closed -$81K – 648
2025
Q4 		$81K Buy
+1,853
New +$80.1K 0.04% 222

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bullock Wealth Management's PSEP Position: Q1 2026 in Review

Bullock Wealth Management sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2026, closing a stake of 1,853 shares — an estimated $81K sold.

Bullock Wealth Management first reported a position in PSEP in Q4 2025 and held it in 1 quarter. The position peaked at $81K in Q4 2025. 224 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

  • Bullock Wealth Management reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2026 after selling out during the quarter.
  • Bullock Wealth Management sold 1,853 Innovator US Equity Power Buffer ETF September shares in Q1 2026, an estimated $81K.
  • Bullock Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2025 and held it in 1 quarter.
  • Bullock Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $81K in Q4 2025.
  • 224 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on Bullock Wealth Management's 13F filing for Q1 2026, filed 10 Sep 2026.