Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Cambridge Investment Research Advisors’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 		$4.58M Sell
99,469
-1,347
-1% -$61K 0.01% 1084
2026
Q1 		$4.34M Buy
100,816
+294
+0.3% +$12.9K 0.01% 1048
2025
Q4 		$4.39M Sell
100,522
-1,365
-1% -$59K 0.01% 990
2025
Q3 		$4.38M Buy
101,887
+11,038
+12% +$463K 0.01% 990
2025
Q2 		$3.71M Sell
90,849
-8,042
-8% -$314K 0.01% 1026
2025
Q1 		$3.8M Sell
98,891
-42,758
-30% -$1.68M 0.01% 949
2024
Q4 		$5.54M Sell
141,649
-712
-0.5% -$27.7K 0.02% 751
2024
Q3 		$5.49M Buy
142,361
+32,793
+30% +$1.24M 0.02% 750
2024
Q2 		$4.11M Sell
109,568
-3,391
-3% -$125K 0.02% 860
2024
Q1 		$4.12M Sell
112,959
-9,878
-8% -$352K 0.02% 855
2023
Q4 		$4.27M Sell
122,837
-5,987
-5% -$199K 0.02% 782
2023
Q3 		$4.17M Sell
128,824
-6,687
-5% -$220K 0.02% 746
2023
Q2 		$4.43M Sell
135,511
-13,344
-9% -$417K 0.02% 724
2023
Q1 		$4.57M Buy
148,855
+150
+0.1% +$4.52K 0.02% 681
2022
Q4 		$4.35M Sell
148,705
-16,992
-10% -$494K 0.02% 665
2022
Q3 		$4.61M Buy
165,697
+111,424
+205% +$3.23M 0.03% 608
2022
Q2 		$1.53M Sell
54,273
-2,376
-4% -$68.5K 0.01% 1195
2022
Q1 		$1.7M Sell
56,649
-4,884
-8% -$145K 0.01% 1236
2021
Q4 		$1.87M Sell
61,533
-234
-0.4% -$7K 0.01% 1190
2021
Q3 		$1.79M Sell
61,767
-26,216
-30% -$774K 0.01% 1157
2021
Q2 		$2.59M Sell
87,983
-16,161
-16% -$472K 0.01% 973
2021
Q1 		$2.99M Sell
104,144
-22,268
-18% -$628K 0.02% 805
2020
Q4 		$3.53M Buy
126,412
+55,361
+78% +$1.5M 0.02% 648
2020
Q3 		$1.87M Buy
71,051
+23,846
+51% +$628K 0.01% 839
2020
Q2 		$1.22M Hold
47,205
– – 0.01% 1008
2020
Q1 		$1.09M Sell
47,205
-4,653
-9% -$116K 0.01% 926
2019
Q4 		$1.33M Buy
51,858
+1,018
+2% +$25.8K 0.01% 1001
2019
Q3 		$1.26M Buy
+50,840
New +$1.26M 0.01% 951

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cambridge Investment Research Advisors's PSEP Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 1.3% in Q2 2026, selling an estimated $61K and leaving 99,469 shares worth $4.58M. The position accounts for 0.01% of the portfolio, ranked #1084.

Cambridge Investment Research Advisors first reported a position in PSEP in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.54M in Q4 2024. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Cambridge Investment Research Advisors held 99,469 shares of Innovator US Equity Power Buffer ETF September worth $4.58M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,347 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $61K.
  • Innovator US Equity Power Buffer ETF September made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1084 holding.
  • Cambridge Investment Research Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2019 and has held it in 28 quarters since.
  • Cambridge Investment Research Advisors's Innovator US Equity Power Buffer ETF September position peaked at $5.54M in Q4 2024.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.