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 Q3	$1.4M	Buy	29,788 +1,961	+7%	+$91.4K	0.01%	950
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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

GWM

Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's PSEP Position: Q3 2026 in Review

Farther Finance Advisors increased its Innovator US Equity Power Buffer ETF September (PSEP) stake by 7% in Q3 2026, buying an estimated $91.4K and bringing the position to 29,788 shares worth $1.4M. 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 10 quarters since. 9 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

Farther Finance Advisors held 29,788 shares of Innovator US Equity Power Buffer ETF September worth $1.4M as of Q3 2026.
Farther Finance Advisors bought 1,961 Innovator US Equity Power Buffer ETF September shares in Q3 2026, an estimated $91.4K.
Innovator US Equity Power Buffer ETF September made up 0.01% of Farther Finance Advisors's portfolio in Q3 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 10 quarters since.
9 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.