Hofer & Associates’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Hofer & Associates’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	$371K	Buy	+7,911	New	+$369K	0.26%	62

Other funds holding PSEP

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Hofer & Associates's PSEP Position: Q3 2026 in Review

Hofer & Associates opened a new position in Innovator US Equity Power Buffer ETF September (PSEP) in Q3 2026: 7,911 shares worth $371K. The stake represents 0.26% of the portfolio and ranks #62 among its holdings.

91 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

Hofer & Associates held 7,911 shares of Innovator US Equity Power Buffer ETF September worth $371K as of Q3 2026.
Innovator US Equity Power Buffer ETF September was a new Hofer & Associates position in Q3 2026.
Innovator US Equity Power Buffer ETF September made up 0.26% of Hofer & Associates's portfolio in Q3 2026, its #62 holding.
91 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.