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

Clear Point Advisors’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 Q1	–	Sell	-5,978	Closed	-$261K	–	129
2025 Q4	$261K	Sell	5,978 -225	-4%	-$9.72K	0.2%	114
2025 Q3	$266K	Hold	6,203	–	–	0.21%	103
2025 Q2	$254K	Hold	6,203	–	–	0.21%	101
2025 Q1	$238K	Sell	6,203 -1,000	-14%	-$39.3K	0.21%	97
2024 Q4	$282K	Hold	7,203	–	–	0.24%	95
2024 Q3	$278K	Sell	7,203 -200	-3%	-$7.56K	0.21%	92
2024 Q2	$277K	Hold	7,403	–	–	0.23%	91
2024 Q1	$270K	Hold	7,403	–	–	0.22%	91
2023 Q4	$257K	Buy	+7,403	New	+$247K	0.23%	87

Other funds holding PSEP

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Clear Point Advisors's PSEP Position: Q1 2026 in Review

Clear Point Advisors sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2026, closing a stake of 5,978 shares — an estimated $261K sold.

Clear Point Advisors first reported a position in PSEP in Q4 2023 and held it in 9 quarters. The position peaked at $282K in Q4 2024. 220 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

Clear Point Advisors reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2026 after selling out during the quarter.
Clear Point Advisors sold 5,978 Innovator US Equity Power Buffer ETF September shares in Q1 2026, an estimated $261K.
Clear Point Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2023 and held it in 9 quarters.
Clear Point Advisors's Innovator US Equity Power Buffer ETF September position peaked at $282K in Q4 2024.
220 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.