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Gilpin Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Gilpin Wealth Management’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 		$9.37K Hold
200
– – 0.01% 352
2026
Q2 		$9.21K Hold
200
– – 0.01% 319
2026
Q1 		$8.61K Hold
200
– – 0.01% 300
2025
Q4 		$8.74K Buy
+200
New +$8.64K 0.01% 298

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
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Gilpin Wealth Management's PSEP Position: Q3 2026 in Review

Gilpin Wealth Management held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q3 2026 at 200 shares worth $9.37K. The position accounts for 0.01% of the portfolio, ranked #352.

Gilpin Wealth Management 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.

  • Gilpin Wealth Management held 200 shares of Innovator US Equity Power Buffer ETF September worth $9.37K as of Q3 2026.
  • Gilpin Wealth Management left its Innovator US Equity Power Buffer ETF September share count unchanged in Q3 2026.
  • Innovator US Equity Power Buffer ETF September made up 0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #352 holding.
  • Gilpin Wealth Management 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 Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.