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

Cornerstone Wealth’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 		$276K Sell
5,958
-26,996
-82% -$1.22M 0.14% 81
2026
Q1 		$1.48M Buy
+32,954
New +$1.44M 0.83% 29

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's PSEP Position: Q2 2026 in Review

Cornerstone Wealth reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 82% in Q2 2026, selling an estimated $1.22M and leaving 5,958 shares worth $276K. The position accounts for 0.14% of the portfolio, ranked #81.

Cornerstone Wealth first reported a position in PSEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.48M in Q1 2026. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Cornerstone Wealth held 5,958 shares of Innovator US Equity Power Buffer ETF September worth $276K as of Q2 2026.
  • Cornerstone Wealth sold 26,996 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $1.22M.
  • Innovator US Equity Power Buffer ETF September made up 0.14% of Cornerstone Wealth's portfolio in Q2 2026, its #81 holding.
  • Cornerstone Wealth first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2026 and has held it in 2 quarters since.
  • Cornerstone Wealth's Innovator US Equity Power Buffer ETF September position peaked at $1.48M in Q1 2026.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Cornerstone Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.