Chapman Financial Group’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Chapman Financial Group’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	$719K	Hold	15,337	–	–	0.47%	59
2026 Q2	$706K	Hold	15,337	–	–	0.47%	60
2026 Q1	$660K	Sell	15,337 -1,060	-6%	-$46.4K	0.47%	63
2025 Q4	$717K	Sell	16,397 -1,657	-9%	-$71.6K	0.49%	60
2025 Q3	$775K	Buy	18,054 +9,966	+123%	+$418K	0.54%	57
2025 Q2	$331K	Buy	+8,088	New	+$315K	0.28%	80
2024 Q4	$329K	Buy	+8,423	New	+$328K	0.26%	84

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Chapman Financial Group's PSEP Position: Q3 2026 in Review

Chapman Financial Group held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q3 2026 at 15,337 shares worth $719K. The position accounts for 0.47% of the portfolio, ranked #59.

Chapman Financial Group first reported a position in PSEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $775K in Q3 2025. 155 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

Chapman Financial Group held 15,337 shares of Innovator US Equity Power Buffer ETF September worth $719K as of Q3 2026.
Chapman Financial Group left its Innovator US Equity Power Buffer ETF September share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF September made up 0.47% of Chapman Financial Group's portfolio in Q3 2026, its #59 holding.
Chapman Financial Group first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
Chapman Financial Group's Innovator US Equity Power Buffer ETF September position peaked at $775K in Q3 2025.
155 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on Chapman Financial Group's 13F filing for Q3 2026, filed 26 Oct 2026.