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

Creative Financial Designs’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	$405K	Hold	8,800	–	–	0.02%	449
2026 Q1	$379K	Hold	8,800	–	–	0.02%	390
2025 Q4	$385K	Hold	8,800	–	–	0.02%	364
2025 Q3	$378K	Buy	8,800 +1,000	+13%	+$41.9K	0.03%	365
2025 Q2	$319K	Sell	7,800 -339	-4%	-$13.2K	0.02%	391
2025 Q1	$313K	Buy	8,139 +39	+0.5%	+$1.53K	0.03%	356
2024 Q4	$317K	Hold	8,100	–	–	0.03%	359
2024 Q3	$312K	Hold	8,100	–	–	0.03%	362
2024 Q2	$304K	Hold	8,100	–	–	0.03%	353
2024 Q1	$296K	Hold	8,100	–	–	0.03%	339
2023 Q4	$282K	Buy	8,100 +500	+7%	+$16.7K	0.03%	321
2023 Q3	$246K	Buy	7,600 +1,800	+31%	+$59.3K	0.03%	300
2023 Q2	$190K	Hold	5,800	–	–	0.02%	349
2023 Q1	$178K	Hold	5,800	–	–	0.02%	347
2022 Q4	$170K	Buy	5,800 +2,800	+93%	+$81.5K	0.03%	345
2022 Q3	$83K	Buy	+3,000	New	+$87K	0.01%	471
2022 Q2	–	Sell	-140	Closed	-$4K	–	1313
2022 Q1	$4K	Buy	+140	New	+$4.15K	﹤0.01%	1084

Other funds holding PSEP

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

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Creative Financial Designs held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 8,800 shares worth $405K. The position accounts for 0.02% of the portfolio, ranked #449.

Creative Financial Designs first reported a position in PSEP in Q1 2022 and has held it in 17 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Creative Financial Designs held 8,800 shares of Innovator US Equity Power Buffer ETF September worth $405K as of Q2 2026.
Creative Financial Designs left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF September made up 0.02% of Creative Financial Designs's portfolio in Q2 2026, its #449 holding.
Creative Financial Designs first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2022 and has held it in 17 quarters since.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

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