Clear Point Advisors’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Clear Point Advisors’s Portfolio BSEP Stock Details BSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$737K	Buy	+13,649	New	+$732K	0.5%	55
2026 Q1	–	Sell	-13,649	Closed	-$672K	–	83
2025 Q4	$672K	Hold	13,649	–	–	0.52%	56
2025 Q3	$659K	Hold	13,649	–	–	0.51%	60
2025 Q2	$616K	Hold	13,649	–	–	0.52%	57
2025 Q1	$570K	Hold	13,649	–	–	0.51%	57
2024 Q4	$586K	Sell	13,649 -23	-0.2%	-$985	0.5%	60
2024 Q3	$576K	Sell	13,672 -1	-0%	-$41	0.45%	62
2024 Q2	$556K	Sell	13,673 -1,000	-7%	-$39.5K	0.46%	58
2024 Q1	$576K	Hold	14,673	–	–	0.47%	58
2023 Q4	$538K	Buy	+14,673	New	+$510K	0.48%	57

Other funds holding BSEP

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

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

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

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

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

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

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

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

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

TFS

Thoroughbred Financial Services Brentwood, Tennessee $2.07B AUM 40.45% 1-Year Est. Return

Clear Point Advisors's BSEP Position: Q3 2026 in Review

Clear Point Advisors opened a new position in Innovator US Equity Buffer ETF September (BSEP) in Q3 2026: 13,649 shares worth $737K. The stake represents 0.5% of the portfolio and ranks #55 among its holdings. This is a return to the name: Clear Point Advisors previously reported a position in BSEP as recently as Q4 2025.

Clear Point Advisors first reported a position in BSEP in Q4 2023 and has held it in 10 quarters since. 83 funds tracked by Wall St. Rank hold BSEP as of Q3 2026.

Clear Point Advisors held 13,649 shares of Innovator US Equity Buffer ETF September worth $737K as of Q3 2026.
Innovator US Equity Buffer ETF September was a new Clear Point Advisors position in Q3 2026.
Innovator US Equity Buffer ETF September made up 0.5% of Clear Point Advisors's portfolio in Q3 2026, its #55 holding.
Clear Point Advisors first reported a position in Innovator US Equity Buffer ETF September in Q4 2023 and has held it in 10 quarters since.
83 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q3 2026.

Based on Clear Point Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.