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

Creative Planning’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	$10.5M	Sell	228,401 -9,875	-4%	-$447K	0.01%	860
2026 Q1	$10.3M	Buy	238,276 +233,394	+4,781%	+$10.2M	0.01%	680
2025 Q4	$213K	Buy	+4,882	New	+$211K	﹤0.01%	3497
2025 Q3	–	Sell	-4,893	Closed	-$200K	–	3995
2025 Q2	$200K	Buy	+4,893	New	+$191K	﹤0.01%	3219

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 Planning's PSEP Position: Q2 2026 in Review

Creative Planning reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 4.1% in Q2 2026, selling an estimated $447K and leaving 228,401 shares worth $10.5M. The position accounts for 0.01% of the portfolio, ranked #860.

Creative Planning first reported a position in PSEP in Q2 2025 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Creative Planning held 228,401 shares of Innovator US Equity Power Buffer ETF September worth $10.5M as of Q2 2026.
Creative Planning sold 9,875 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $447K.
Innovator US Equity Power Buffer ETF September made up 0.01% of Creative Planning's portfolio in Q2 2026, its #860 holding.
Creative Planning first reported a position in Innovator US Equity Power Buffer ETF September in Q2 2025 and has held it in 4 quarters since.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

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