FNWA
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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
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
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return