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

EverSource 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	$60.8K	Sell	1,321 -101	-7%	-$4.57K	﹤0.01%	1646
2026 Q1	$61.2K	Sell	1,422 -21	-1%	-$919	﹤0.01%	1746
2025 Q4	$63.1K	Sell	1,443 -106	-7%	-$4.58K	﹤0.01%	1596
2025 Q3	$66.5K	Buy	1,549 +541	+54%	+$22.7K	﹤0.01%	1496
2025 Q2	$41.2K	Hold	1,008	–	–	﹤0.01%	1747
2025 Q1	$38.7K	Hold	1,008	–	–	﹤0.01%	1366
2024 Q4	$39.4K	Hold	1,008	–	–	﹤0.01%	1291
2024 Q3	$38.8K	Sell	1,008 -309	-23%	-$11.7K	﹤0.01%	1175
2024 Q2	$49.7K	Sell	1,317 -440	-25%	-$16.2K	﹤0.01%	1097
2024 Q1	$63.5K	Buy	+1,757	New	+$62.6K	0.01%	880

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 $104B AUM 28.3% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 7.1% in Q2 2026, selling an estimated $4.57K and leaving 1,321 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

EverSource Wealth Advisors first reported a position in PSEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $66.5K in Q3 2025. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

EverSource Wealth Advisors held 1,321 shares of Innovator US Equity Power Buffer ETF September worth $60.8K as of Q2 2026.
EverSource Wealth Advisors sold 101 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $4.57K.
Innovator US Equity Power Buffer ETF September made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1646 holding.
EverSource Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Innovator US Equity Power Buffer ETF September position peaked at $66.5K in Q3 2025.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

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