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Canandaigua National Bank & Trust’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Canandaigua National Bank & Trust’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
Q3 		$635K Buy
+13,553
New +$631K 0.06% 217

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PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $218M AUM 11.75% 1-Year Est. Return
CIA
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AF
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.39% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
SEP
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Farther Finance Advisors
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Canandaigua National Bank & Trust's PSEP Position: Q3 2026 in Review

Canandaigua National Bank & Trust opened a new position in Innovator US Equity Power Buffer ETF September (PSEP) in Q3 2026: 13,553 shares worth $635K. The stake represents 0.06% of the portfolio and ranks #217 among its holdings.

41 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

  • Canandaigua National Bank & Trust held 13,553 shares of Innovator US Equity Power Buffer ETF September worth $635K as of Q3 2026.
  • Innovator US Equity Power Buffer ETF September was a new Canandaigua National Bank & Trust position in Q3 2026.
  • Innovator US Equity Power Buffer ETF September made up 0.06% of Canandaigua National Bank & Trust's portfolio in Q3 2026, its #217 holding.
  • 41 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.