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Galvin Gaustad & Stein’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Galvin Gaustad & Stein’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 		$288K Buy
6,152
+154
+3% +$7.17K 0.02% 227
2026
Q2 		$276K Sell
5,998
-319
-5% -$14.4K 0.02% 234
2026
Q1 		$272K Sell
6,317
-1
-0% -$44 0.02% 224
2025
Q4 		$276K Buy
+6,318
New +$273K 0.02% 220

Other funds holding PSEP

CA
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
TC
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

Galvin Gaustad & Stein's PSEP Position: Q3 2026 in Review

Galvin Gaustad & Stein increased its Innovator US Equity Power Buffer ETF September (PSEP) stake by 2.6% in Q3 2026, buying an estimated $7.17K and bringing the position to 6,152 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #227.

Galvin Gaustad & Stein first reported a position in PSEP in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

  • Galvin Gaustad & Stein held 6,152 shares of Innovator US Equity Power Buffer ETF September worth $288K as of Q3 2026.
  • Galvin Gaustad & Stein bought 154 Innovator US Equity Power Buffer ETF September shares in Q3 2026, an estimated $7.17K.
  • Innovator US Equity Power Buffer ETF September made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #227 holding.
  • Galvin Gaustad & Stein first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.