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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
Q1 		$900K Buy
+20,901
New +$914K 0.87% 23

Other funds holding PSEP

AllianceBernstein
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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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envision Financial Transparency's PSEP Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2026: 20,901 shares worth $900K. The stake represents 0.87% of the portfolio and ranks #23 among its holdings.

223 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

  • Envision Financial Transparency held 20,901 shares of Innovator US Equity Power Buffer ETF September worth $900K as of Q1 2026.
  • Innovator US Equity Power Buffer ETF September was a new Envision Financial Transparency position in Q1 2026.
  • Innovator US Equity Power Buffer ETF September made up 0.87% of Envision Financial Transparency's portfolio in Q1 2026, its #23 holding.
  • 223 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.