Cardinal Point Capital Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Cardinal Point Capital 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 Q2	$262K	Hold	5,690	–	–	0.01%	254
2026 Q1	$245K	Hold	5,690	–	–	0.02%	252
2025 Q4	$249K	Hold	5,690	–	–	0.02%	228
2025 Q3	$244K	Sell	5,690 -2,000	-26%	-$83.8K	0.02%	236
2025 Q2	$314K	Sell	7,690 -2,500	-25%	-$97.5K	0.02%	181
2025 Q1	$391K	Hold	10,190	–	–	0.04%	133
2024 Q4	$398K	Sell	10,190 -2,810	-22%	-$110K	0.06%	62
2024 Q3	$501K	Sell	13,000 -950	-7%	-$35.9K	0.08%	53
2024 Q2	$523K	Hold	13,950	–	–	0.09%	52
2024 Q1	$509K	Hold	13,950	–	–	0.1%	43
2023 Q4	$485K	Sell	13,950 -2,890	-17%	-$96.3K	0.12%	44
2023 Q3	$546K	Buy	+16,840	New	+$555K	0.14%	42

Other funds holding PSEP

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cardinal Point Capital Management's PSEP Position: Q2 2026 in Review

Cardinal Point Capital Management held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 5,690 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #254.

Cardinal Point Capital Management first reported a position in PSEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $546K in Q3 2023. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Cardinal Point Capital Management held 5,690 shares of Innovator US Equity Power Buffer ETF September worth $262K as of Q2 2026.
Cardinal Point Capital Management left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF September made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #254 holding.
Cardinal Point Capital Management first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2023 and has held it in 12 quarters since.
Cardinal Point Capital Management's Innovator US Equity Power Buffer ETF September position peaked at $546K in Q3 2023.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.