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Cornerstone Wealth Group’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Cornerstone Wealth 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
Q2 		$769K Sell
16,708
-34
-0.2% -$1.54K 0.05% 195
2026
Q1 		$749K Sell
16,742
-102
-0.6% -$4.46K 0.05% 189
2025
Q4 		$736K Sell
16,844
-328
-2% -$14.2K 0.05% 178
2025
Q3 		$738K Buy
17,172
+714
+4% +$29.9K 0.05% 167
2025
Q2 		$673K Sell
16,458
-95
-0.6% -$3.7K 0.05% 164
2025
Q1 		$636K Sell
16,553
-42
-0.3% -$1.65K 0.05% 160
2024
Q4 		$649K Hold
16,595
– – 0.05% 149
2024
Q3 		$639K Buy
16,595
+5,265
+46% +$199K 0.05% 152
2024
Q2 		$425K Sell
11,330
-596
-5% -$21.9K 0.04% 172
2024
Q1 		$435K Sell
11,926
-79
-0.7% -$2.81K 0.04% 168
2023
Q4 		$417K Buy
12,005
+596
+5% +$19.9K 0.06% 107
2023
Q3 		$370K Hold
11,409
– – 0.07% 113
2023
Q2 		$373K Sell
11,409
-4,245
-27% -$133K 0.07% 116
2023
Q1 		$480K Sell
15,654
-25
-0.2% -$753 0.09% 114
2022
Q4 		$459K Sell
15,679
-10
-0.1% -$291 0.09% 99
2022
Q3 		$436K Buy
+15,689
New +$455K 0.1% 98

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cornerstone Wealth Group's PSEP Position: Q2 2026 in Review

Cornerstone Wealth Group reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 0.2% in Q2 2026, selling an estimated $1.54K and leaving 16,708 shares worth $769K. The position accounts for 0.05% of the portfolio, ranked #195.

Cornerstone Wealth Group first reported a position in PSEP in Q3 2022 and has held it in 16 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Cornerstone Wealth Group held 16,708 shares of Innovator US Equity Power Buffer ETF September worth $769K as of Q2 2026.
  • Cornerstone Wealth Group sold 34 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $1.54K.
  • Innovator US Equity Power Buffer ETF September made up 0.05% of Cornerstone Wealth Group's portfolio in Q2 2026, its #195 holding.
  • Cornerstone Wealth Group first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2022 and has held it in 16 quarters since.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.