Farther Finance Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Farther Finance 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	$1.28M	Buy	27,827 +952	+4%	+$43.1K	0.01%	950
2026 Q1	$1.16M	Buy	26,875 +64	+0.2%	+$2.8K	0.01%	879
2025 Q4	$1.17M	Hold	26,811	–	–	0.01%	808
2025 Q3	$1.15M	Sell	26,811 -65	-0.2%	-$2.73K	0.02%	657
2025 Q2	$1.1M	Hold	26,876	–	–	0.02%	557
2025 Q1	$1.03M	Sell	26,876 -1,910	-7%	-$75K	0.03%	487
2024 Q4	$1.13M	Buy	28,786 +25,798	+863%	+$1.01M	0.04%	338
2024 Q3	$115K	Hold	2,988	–	–	﹤0.01%	1240
2024 Q2	$112K	Buy	+2,988	New	+$110K	0.01%	1085

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

Farther Finance Advisors's PSEP Position: Q2 2026 in Review

Farther Finance Advisors increased its Innovator US Equity Power Buffer ETF September (PSEP) stake by 3.5% in Q2 2026, buying an estimated $43.1K and bringing the position to 27,827 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #950.

Farther Finance Advisors first reported a position in PSEP in Q2 2024 and has held it in 9 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Farther Finance Advisors held 27,827 shares of Innovator US Equity Power Buffer ETF September worth $1.28M as of Q2 2026.
Farther Finance Advisors bought 952 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $43.1K.
Innovator US Equity Power Buffer ETF September made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #950 holding.
Farther Finance Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q2 2024 and has held it in 9 quarters since.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.