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Elevation Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Elevation Wealth Management’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 		$260K Hold
5,650
– – 0.19% 117
2026
Q1 		$243K Hold
5,650
– – 0.22% 112
2025
Q4 		$247K Buy
+5,650
New +$244K 0.24% 110

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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 $103B AUM 28.65% 1-Year Est. Return

Elevation Wealth Management's PSEP Position: Q2 2026 in Review

Elevation Wealth Management held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 5,650 shares worth $260K. The position accounts for 0.19% of the portfolio, ranked #117.

Elevation Wealth Management first reported a position in PSEP in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Elevation Wealth Management held 5,650 shares of Innovator US Equity Power Buffer ETF September worth $260K as of Q2 2026.
  • Elevation Wealth Management left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF September made up 0.19% of Elevation Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Elevation Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Elevation Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.