Certified Advisory Corp’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Certified Advisory Corp’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	$389K	Sell	8,312 -472	-5%	-$22K	0.03%	248
2026 Q2	$404K	Hold	8,784	–	–	0.03%	248
2026 Q1	$378K	Hold	8,784	–	–	0.03%	243
2025 Q4	$384K	Hold	8,784	–	–	0.04%	238
2025 Q3	$377K	Buy	+8,784	New	+$368K	0.04%	238
2024 Q1	–	Sell	-18,541	Closed	-$645K	–	279
2023 Q4	$645K	Buy	18,541 +764	+4%	+$25.4K	0.1%	157
2023 Q3	$576K	Buy	+17,777	New	+$586K	0.11%	149

Other funds holding PSEP

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Certified Advisory Corp's PSEP Position: Q3 2026 in Review

Certified Advisory Corp reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 5.4% in Q3 2026, selling an estimated $22K and leaving 8,312 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #248.

Certified Advisory Corp first reported a position in PSEP in Q3 2023 and has held it in 7 quarters since. The position peaked at $645K in Q4 2023. 179 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

Certified Advisory Corp held 8,312 shares of Innovator US Equity Power Buffer ETF September worth $389K as of Q3 2026.
Certified Advisory Corp sold 472 Innovator US Equity Power Buffer ETF September shares in Q3 2026, an estimated $22K.
Innovator US Equity Power Buffer ETF September made up 0.03% of Certified Advisory Corp's portfolio in Q3 2026, its #248 holding.
Certified Advisory Corp first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2023 and has held it in 7 quarters since.
Certified Advisory Corp's Innovator US Equity Power Buffer ETF September position peaked at $645K in Q4 2023.
179 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on Certified Advisory Corp's 13F filing for Q3 2026, filed 29 Oct 2026.