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Fortune Financial Group’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Fortune Financial Group’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 		$453K Buy
+9,830
New +$445K 0.35% 59
2026
Q1 		– Sell
-10,389
Closed -$479K – 97
2025
Q4 		$479K Buy
+10,389
New +$449K 0.47% 49

Other funds holding PSEP

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Fortune Financial Group's PSEP Position: Q2 2026 in Review

Fortune Financial Group opened a new position in Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026: 9,830 shares worth $453K. The stake represents 0.35% of the portfolio and ranks #59 among its holdings. This is a return to the name: Fortune Financial Group previously reported a position in PSEP as recently as Q4 2025.

Fortune Financial Group first reported a position in PSEP in Q4 2025 and has held it in 2 quarters since. The position peaked at $479K in Q4 2025. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Fortune Financial Group held 9,830 shares of Innovator US Equity Power Buffer ETF September worth $453K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF September was a new Fortune Financial Group position in Q2 2026.
  • Innovator US Equity Power Buffer ETF September made up 0.35% of Fortune Financial Group's portfolio in Q2 2026, its #59 holding.
  • Fortune Financial Group first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2025 and has held it in 2 quarters since.
  • Fortune Financial Group's Innovator US Equity Power Buffer ETF September position peaked at $479K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.