Creative Financial Designs’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Creative Financial Designs’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 Q2	$52.7K	Hold	1,000	–	–	﹤0.01%	995
2026 Q1	$48.1K	Hold	1,000	–	–	﹤0.01%	913
2025 Q4	$49.3K	Hold	1,000	–	–	﹤0.01%	866
2025 Q3	$48.3K	Hold	1,000	–	–	﹤0.01%	860
2025 Q2	$45.2K	Hold	1,000	–	–	﹤0.01%	893
2025 Q1	$41.8K	Hold	1,000	–	–	﹤0.01%	878
2024 Q4	$42.9K	Hold	1,000	–	–	﹤0.01%	832
2024 Q3	$42.1K	Hold	1,000	–	–	﹤0.01%	828
2024 Q2	$40.7K	Hold	1,000	–	–	﹤0.01%	802
2024 Q1	$39.3K	Hold	1,000	–	–	﹤0.01%	790
2023 Q4	$36.7K	Hold	1,000	–	–	﹤0.01%	754
2023 Q3	$33.7K	Hold	1,000	–	–	﹤0.01%	731
2023 Q2	$34.5K	Hold	1,000	–	–	﹤0.01%	728
2023 Q1	$32.1K	Buy	+1,000	New	+$31.4K	﹤0.01%	687

Other funds holding BSEP

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Creative Financial Designs's BSEP Position: Q2 2026 in Review

Creative Financial Designs held its Innovator US Equity Buffer ETF September (BSEP) position steady in Q2 2026 at 1,000 shares worth $52.7K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Creative Financial Designs first reported a position in BSEP in Q1 2023 and has held it in 14 quarters since. 108 funds tracked by Wall St. Rank hold BSEP as of Q2 2026.

Creative Financial Designs held 1,000 shares of Innovator US Equity Buffer ETF September worth $52.7K as of Q2 2026.
Creative Financial Designs left its Innovator US Equity Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF September made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #995 holding.
Creative Financial Designs first reported a position in Innovator US Equity Buffer ETF September in Q1 2023 and has held it in 14 quarters since.
108 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.