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

Financial Network 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	$168K	Hold	3,649	–	–	0.17%	118
2026 Q1	$157K	Sell	3,649 -10	-0.3%	-$438	0.16%	115
2025 Q4	$160K	Hold	3,659	–	–	0.17%	111
2025 Q3	$157K	Buy	3,659 +486	+15%	+$20.4K	0.17%	116
2025 Q2	$130K	Sell	3,173 -20	-0.6%	-$780	0.16%	127
2025 Q1	$123K	Sell	3,193 -330	-9%	-$13K	0.16%	120
2024 Q4	$138K	Sell	3,523 -2,866	-45%	-$112K	0.26%	79
2024 Q3	$246K	Sell	6,389 -328	-5%	-$12.4K	0.2%	98
2024 Q2	$252K	Sell	6,717 -256	-4%	-$9.41K	0.19%	109
2024 Q1	$255K	Hold	6,973	–	–	0.25%	96
2023 Q4	$242K	Buy	+6,973	New	+$232K	0.26%	96

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

Financial Network Wealth Advisors's PSEP Position: Q2 2026 in Review

Financial Network Wealth Advisors held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 3,649 shares worth $168K. The position accounts for 0.17% of the portfolio, ranked #118.

Financial Network Wealth Advisors first reported a position in PSEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $255K in Q1 2024. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Financial Network Wealth Advisors held 3,649 shares of Innovator US Equity Power Buffer ETF September worth $168K as of Q2 2026.
Financial Network Wealth Advisors left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF September made up 0.17% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #118 holding.
Financial Network Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2023 and has held it in 11 quarters since.
Financial Network Wealth Advisors's Innovator US Equity Power Buffer ETF September position peaked at $255K in Q1 2024.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.