Dynamic Advisor Solutions’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Dynamic Advisor Solutions’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	$438K	Sell	9,508 -88	-0.9%	-$3.98K	0.01%	719
2026 Q1	$413K	Buy	9,596 +3,721	+63%	+$163K	0.01%	701
2025 Q4	$257K	Hold	5,875	–	–	0.01%	823
2025 Q3	$252K	Hold	5,875	–	–	0.01%	831
2025 Q2	$240K	Hold	5,875	–	–	0.01%	806
2025 Q1	$226K	Hold	5,875	–	–	0.01%	783
2024 Q4	$230K	Hold	5,875	–	–	0.01%	591
2024 Q3	$226K	Buy	+5,875	New	+$222K	0.01%	844

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

Dynamic Advisor Solutions's PSEP Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 0.92% in Q2 2026, selling an estimated $3.98K and leaving 9,508 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #719.

Dynamic Advisor Solutions first reported a position in PSEP in Q3 2024 and has held it in 8 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Dynamic Advisor Solutions held 9,508 shares of Innovator US Equity Power Buffer ETF September worth $438K as of Q2 2026.
Dynamic Advisor Solutions sold 88 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $3.98K.
Innovator US Equity Power Buffer ETF September made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #719 holding.
Dynamic Advisor Solutions first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2024 and has held it in 8 quarters since.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.