Garton & Associates Financial Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Garton & Associates Financial 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	–	Sell	-2,648	Closed	-$116K	–	553
2025 Q4	$116K	Buy	+2,648	New	+$114K	0.06%	205

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Garton & Associates Financial Advisors's PSEP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2026, closing a stake of 2,648 shares — an estimated $116K sold.

Garton & Associates Financial Advisors first reported a position in PSEP in Q4 2025 and held it in 1 quarter. The position peaked at $116K in Q4 2025. 223 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

Garton & Associates Financial Advisors reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2026 after selling out during the quarter.
Garton & Associates Financial Advisors sold 2,648 Innovator US Equity Power Buffer ETF September shares in Q1 2026, an estimated $116K.
Garton & Associates Financial Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2025 and held it in 1 quarter.
Garton & Associates Financial Advisors's Innovator US Equity Power Buffer ETF September position peaked at $116K in Q4 2025.
223 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.