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Caliber Wealth Management (Kansas)’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio BSEP Stock Details BSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Hold
8,923
– – 0.05% 194
2026
Q1 		$429K Hold
8,923
– – 0.05% 184
2025
Q4 		$439K Hold
8,923
– – 0.05% 184
2025
Q3 		$431K Buy
+8,923
New +$417K 0.05% 181

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KAS
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Caliber Wealth Management (Kansas)'s BSEP Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its Innovator US Equity Buffer ETF September (BSEP) position steady in Q2 2026 at 8,923 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #194.

Caliber Wealth Management (Kansas) first reported a position in BSEP in Q3 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold BSEP as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 8,923 shares of Innovator US Equity Buffer ETF September worth $471K as of Q2 2026.
  • Caliber Wealth Management (Kansas) left its Innovator US Equity Buffer ETF September share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF September made up 0.05% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #194 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Innovator US Equity Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.