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IFP Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

IFP 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
Q2 		$768K Hold
16,673
– – 0.01% 853
2026
Q1 		$718K Sell
16,673
-2,950
-15% -$129K 0.01% 826
2025
Q4 		$858K Buy
19,623
+1,680
+9% +$72.6K 0.02% 713
2025
Q3 		$771K Buy
17,943
+7,023
+64% +$294K 0.02% 705
2025
Q2 		$447K Sell
10,920
-30,341
-74% -$1.18M 0.01% 882
2025
Q1 		$1.58M Sell
41,261
-5,169
-11% -$203K 0.05% 415
2024
Q4 		$1.81M Buy
46,430
+600
+1% +$23.4K 0.06% 351
2024
Q3 		$1.77M Buy
45,830
+30,150
+192% +$1.14M 0.06% 327
2024
Q2 		$588K Sell
15,680
-270
-2% -$9.93K 0.02% 605
2024
Q1 		$582K Hold
15,950
– – 0.03% 565
2023
Q4 		$554K Sell
15,950
-6,768
-30% -$225K 0.03% 552
2023
Q3 		$736K Buy
22,718
+3,309
+17% +$109K 0.03% 480
2023
Q2 		$635K Sell
19,409
-9,857
-34% -$308K 0.03% 569
2023
Q1 		$720K Sell
29,266
-48,975
-63% -$1.47M 0.03% 479
2022
Q4 		$1.93M Buy
78,241
+11,007
+16% +$320K 0.05% 377
2022
Q3 		$1.66M Buy
67,234
+38,409
+133% +$1.11M 0.04% 466
2022
Q2 		$712K Hold
28,825
– – 0.02% 689
2022
Q1 		$712K Buy
28,825
+6,320
+28% +$187K 0.02% 689
2021
Q4 		$680K Sell
22,505
-3,733
-14% -$112K 0.01% 495
2021
Q3 		$762K Buy
26,238
+8,981
+52% +$265K 0.02% 467
2021
Q2 		$508K Sell
17,257
-6,435
-27% -$188K 0.01% 546
2021
Q1 		$680K Sell
23,692
-15,120
-39% -$427K 0.01% 443
2020
Q4 		$1.08M Buy
38,812
+1,636
+4% +$44.4K 0.04% 326
2020
Q3 		$978K Buy
37,176
+12,677
+52% +$334K 0.06% 294
2020
Q2 		$626K Buy
24,499
+21,544
+729% +$537K 0.05% 367
2020
Q1 		$69K Hold
2,955
– – 0.01% 980
2019
Q4 		$76K Hold
2,955
– – 0.01% 1078
2019
Q3 		$73K Buy
+2,955
New +$73.5K ﹤0.01% 1195

Other funds holding PSEP

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

IFP Advisors's PSEP Position: Q2 2026 in Review

IFP Advisors held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 16,673 shares worth $768K. The position accounts for 0.01% of the portfolio, ranked #853.

IFP Advisors first reported a position in PSEP in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.93M in Q4 2022. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • IFP Advisors held 16,673 shares of Innovator US Equity Power Buffer ETF September worth $768K as of Q2 2026.
  • IFP Advisors left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF September made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #853 holding.
  • IFP Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2019 and has held it in 28 quarters since.
  • IFP Advisors's Innovator US Equity Power Buffer ETF September position peaked at $1.93M in Q4 2022.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

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