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 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 $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EverSource Wealth Advisors's PSEP Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 1.5% in Q1 2026, selling an estimated $919 and leaving 1,422 shares worth $61.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1746.

EverSource Wealth Advisors first reported a position in PSEP in Q1 2024 and has held it in 9 quarters since. The position peaked at $66.5K in Q3 2025. 220 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

EverSource Wealth Advisors held 1,422 shares of Innovator US Equity Power Buffer ETF September worth $61.2K as of Q1 2026.
EverSource Wealth Advisors sold 21 Innovator US Equity Power Buffer ETF September shares in Q1 2026, an estimated $919.
Innovator US Equity Power Buffer ETF September made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1746 holding.
EverSource Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Innovator US Equity Power Buffer ETF September position peaked at $66.5K in Q3 2025.
220 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.