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DHJJ Financial Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

DHJJ Financial Advisors’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 		$176K Sell
3,827
-351
-8% -$15.9K 0.05% 233
2026
Q1 		$180K Hold
4,178
– – 0.06% 211
2025
Q4 		$183K Hold
4,178
– – 0.06% 197
2025
Q3 		$179K Buy
4,178
+1,210
+41% +$50.7K 0.06% 184
2025
Q2 		$121K Hold
2,968
– – 0.04% 220
2025
Q1 		$114K Hold
2,968
– – 0.05% 210
2024
Q4 		$116K Hold
2,968
– – 0.05% 208
2024
Q3 		$114K Buy
2,968
+668
+29% +$25.2K 0.05% 203
2024
Q2 		$86.2K Hold
2,300
– – 0.04% 217
2024
Q1 		$84K Hold
2,300
– – 0.04% 215
2023
Q4 		$80K Hold
2,300
– – 0.04% 210
2023
Q3 		$74.5K Sell
2,300
-34,049
-94% -$1.12M 0.04% 210
2023
Q2 		$1.19M Sell
36,349
-20
-0.1% -$625 0.62% 38
2023
Q1 		$1.12M Sell
36,369
-865
-2% -$26K 0.61% 38
2022
Q4 		$1.09M Sell
37,234
-865
-2% -$25.2K 0.62% 38
2022
Q3 		$1.06M Buy
38,099
+1,546
+4% +$44.8K 0.62% 39
2022
Q2 		$1.03M Sell
36,553
-875
-2% -$25.2K 0.57% 39
2022
Q1 		$1.12M Buy
37,428
+125
+0.3% +$3.71K 0.54% 39
2021
Q4 		$1.13M Buy
37,303
+2,015
+6% +$60.3K 0.53% 38
2021
Q3 		$1.06M Buy
35,288
+8,699
+33% +$257K 0.55% 40
2021
Q2 		$784K Hold
26,589
– – 0.41% 50
2021
Q1 		$764K Sell
26,589
-1
-0% -$28 0.44% 48
2020
Q4 		$742K Buy
+26,590
New +$722K 0.47% 45

Other funds holding PSEP

AllianceBernstein
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
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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

DHJJ Financial Advisors's PSEP Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 8.4% in Q2 2026, selling an estimated $15.9K and leaving 3,827 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #233.

DHJJ Financial Advisors first reported a position in PSEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q2 2023. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • DHJJ Financial Advisors held 3,827 shares of Innovator US Equity Power Buffer ETF September worth $176K as of Q2 2026.
  • DHJJ Financial Advisors sold 351 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $15.9K.
  • Innovator US Equity Power Buffer ETF September made up 0.05% of DHJJ Financial Advisors's portfolio in Q2 2026, its #233 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2020 and has held it in 23 quarters since.
  • DHJJ Financial Advisors's Innovator US Equity Power Buffer ETF September position peaked at $1.19M in Q2 2023.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.