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Envision Financial Transparency’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Envision Financial Transparency’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 		– Sell
-20,901
Closed -$900K – 80
2026
Q1 		$900K Buy
+20,901
New +$914K 0.87% 23

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Lido Advisors
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LPL Financial
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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
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HighTower Advisors
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Envision Financial Transparency's PSEP Position: Q2 2026 in Review

Envision Financial Transparency sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026, closing a stake of 20,901 shares — an estimated $900K sold.

Envision Financial Transparency first reported a position in PSEP in Q1 2026 and held it in 1 quarter. The position peaked at $900K in Q1 2026. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Envision Financial Transparency reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2026 after selling out during the quarter.
  • Envision Financial Transparency sold 20,901 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $900K.
  • Envision Financial Transparency first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2026 and held it in 1 quarter.
  • Envision Financial Transparency's Innovator US Equity Power Buffer ETF September position peaked at $900K in Q1 2026.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.