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 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

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Certified Advisory Corp's PSEP Position: Q2 2026 in Review

Certified Advisory Corp held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 8,784 shares worth $404K. 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 6 quarters since. The position peaked at $645K in Q4 2023. 70 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Certified Advisory Corp held 8,784 shares of Innovator US Equity Power Buffer ETF September worth $404K as of Q2 2026.
Certified Advisory Corp left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF September made up 0.03% of Certified Advisory Corp's portfolio in Q2 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 6 quarters since.
Certified Advisory Corp's Innovator US Equity Power Buffer ETF September position peaked at $645K in Q4 2023.
70 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.