EP Wealth Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

EP Wealth 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	$310K	Buy	+6,741	New	+$305K	﹤0.01%	1278

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

EP Wealth Advisors's PSEP Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026: 6,741 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #1278 among its holdings.

219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

EP Wealth Advisors held 6,741 shares of Innovator US Equity Power Buffer ETF September worth $310K as of Q2 2026.
Innovator US Equity Power Buffer ETF September was a new EP Wealth Advisors position in Q2 2026.
Innovator US Equity Power Buffer ETF September made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1278 holding.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.