IA
KSEP

IFP Advisors’s Innovator U.S. Small Cap Power Buffer ETF - September KSEP Stock Holding History

IFP Advisors’s Portfolio KSEP Stock Details KSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$104K Sell
3,360
-200
-6% -$5.99K ﹤0.01% 1962
2026
Q1 		$100K Sell
3,560
-560
-14% -$16K ﹤0.01% 1838
2025
Q4 		$115K Buy
4,120
+3,360
+442% +$93K ﹤0.01% 1709
2025
Q3 		$20.8K Buy
760
+360
+90% +$9.52K ﹤0.01% 2549
2025
Q2 		$10.2K Sell
400
-13,950
-97% -$344K ﹤0.01% 2911
2025
Q1 		$353K Hold
14,350
– – 0.01% 914
2024
Q4 		$369K Hold
14,350
– – 0.01% 862
2024
Q3 		$366K Buy
+14,350
New +$361K 0.01% 813

Other funds holding KSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
RRA
Red Reef Advisors Boca Raton, Florida $108M AUM
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
FNWA
Financial Network Wealth Advisors Murray, Utah $98.5M AUM 16.17% 1-Year Est. Return

IFP Advisors's KSEP Position: Q2 2026 in Review

IFP Advisors reduced its Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) stake by 5.6% in Q2 2026, selling an estimated $5.99K and leaving 3,360 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1962.

IFP Advisors first reported a position in KSEP in Q3 2024 and has held it in 8 quarters since. The position peaked at $369K in Q4 2024. 14 funds tracked by Wall St. Rank hold KSEP as of Q2 2026.

  • IFP Advisors held 3,360 shares of Innovator U.S. Small Cap Power Buffer ETF - September worth $104K as of Q2 2026.
  • IFP Advisors sold 200 Innovator U.S. Small Cap Power Buffer ETF - September shares in Q2 2026, an estimated $5.99K.
  • Innovator U.S. Small Cap Power Buffer ETF - September made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1962 holding.
  • IFP Advisors first reported a position in Innovator U.S. Small Cap Power Buffer ETF - September in Q3 2024 and has held it in 8 quarters since.
  • IFP Advisors's Innovator U.S. Small Cap Power Buffer ETF - September position peaked at $369K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - September as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.