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 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 $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creative Planning's PSEP Position: Q1 2026 in Review

Creative Planning increased its Innovator US Equity Power Buffer ETF September (PSEP) stake by 4,781% in Q1 2026, buying an estimated $10.2M and bringing the position to 238,276 shares worth $10.3M. The position accounts for 0.01% of the portfolio, ranked #680.

Creative Planning first reported a position in PSEP in Q2 2025 and has held it in 3 quarters since. 220 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

Creative Planning held 238,276 shares of Innovator US Equity Power Buffer ETF September worth $10.3M as of Q1 2026.
Creative Planning bought 233,394 Innovator US Equity Power Buffer ETF September shares in Q1 2026, an estimated $10.2M.
Innovator US Equity Power Buffer ETF September made up 0.01% of Creative Planning's portfolio in Q1 2026, its #680 holding.
Creative Planning first reported a position in Innovator US Equity Power Buffer ETF September in Q2 2025 and has held it in 3 quarters since.
220 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.