Creative Planning
BSEP icon

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

Creative Planning’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 		$214K Buy
+4,062
New +$209K ﹤0.01% 3832
2026
Q1 		– Sell
-4,062
Closed -$200K – 4108
2025
Q4 		$200K Buy
+4,062
New +$198K ﹤0.01% 3555

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
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Creative Planning's BSEP Position: Q2 2026 in Review

Creative Planning opened a new position in Innovator US Equity Buffer ETF September (BSEP) in Q2 2026: 4,062 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #3832 among its holdings. This is a return to the name: Creative Planning previously reported a position in BSEP as recently as Q4 2025.

Creative Planning first reported a position in BSEP in Q4 2025 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold BSEP as of Q2 2026.

  • Creative Planning held 4,062 shares of Innovator US Equity Buffer ETF September worth $214K as of Q2 2026.
  • Innovator US Equity Buffer ETF September was a new Creative Planning position in Q2 2026.
  • Innovator US Equity Buffer ETF September made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3832 holding.
  • Creative Planning first reported a position in Innovator US Equity Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.