EverSource Wealth Advisors’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

EverSource Wealth Advisors’s Portfolio BSEP Stock Details BSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.9K	Hold	511	–	–	﹤0.01%	2222
2026 Q1	$24.6K	Hold	511	–	–	﹤0.01%	2375
2025 Q4	$25.2K	Hold	511	–	–	﹤0.01%	2234
2025 Q3	$24.7K	Hold	511	–	–	﹤0.01%	2210
2025 Q2	$23.1K	Hold	511	–	–	﹤0.01%	2187
2025 Q1	$21.3K	Hold	511	–	–	﹤0.01%	1656
2024 Q4	$21.9K	Buy	511 +20	+4%	+$857	﹤0.01%	1572
2024 Q3	$20.7K	Hold	491	–	–	﹤0.01%	1467
2024 Q2	$20.1K	Hold	491	–	–	﹤0.01%	1507
2024 Q1	$18.9K	Hold	491	–	–	﹤0.01%	1388
2023 Q4	$18K	Hold	491	–	–	﹤0.01%	1282
2023 Q3	$16.5K	Hold	491	–	–	﹤0.01%	1201
2023 Q2	$16.9K	Hold	491	–	–	﹤0.01%	1220
2023 Q1	$15.8K	Hold	491	–	–	﹤0.01%	1176
2022 Q4	$14.9K	Hold	491	–	–	﹤0.01%	1175
2022 Q3	$14K	Buy	+491	New	+$15K	﹤0.01%	1010

Other funds holding BSEP

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

EverSource Wealth Advisors's BSEP Position: Q2 2026 in Review

EverSource Wealth Advisors held its Innovator US Equity Buffer ETF September (BSEP) position steady in Q2 2026 at 511 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2222.

EverSource Wealth Advisors first reported a position in BSEP in Q3 2022 and has held it in 16 quarters since. 108 funds tracked by Wall St. Rank hold BSEP as of Q2 2026.

EverSource Wealth Advisors held 511 shares of Innovator US Equity Buffer ETF September worth $26.9K as of Q2 2026.
EverSource Wealth Advisors left its Innovator US Equity Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF September made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2222 holding.
EverSource Wealth Advisors first reported a position in Innovator US Equity Buffer ETF September in Q3 2022 and has held it in 16 quarters since.
108 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.