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

IHT 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 Q2	$530K	Sell	11,501 -719	-6%	-$32.5K	0.01%	814
2026 Q1	$526K	Sell	12,220 -11,253	-48%	-$492K	0.01%	807
2025 Q4	$1.04M	Sell	23,473 -5,460	-19%	-$236K	0.03%	537
2025 Q3	$1.25M	Buy	+28,933	New	+$1.21M	0.03%	466

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

IHT Wealth Management's PSEP Position: Q2 2026 in Review

IHT Wealth Management reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 5.9% in Q2 2026, selling an estimated $32.5K and leaving 11,501 shares worth $530K. The position accounts for 0.01% of the portfolio, ranked #814.

IHT Wealth Management first reported a position in PSEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q3 2025. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

IHT Wealth Management held 11,501 shares of Innovator US Equity Power Buffer ETF September worth $530K as of Q2 2026.
IHT Wealth Management sold 719 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $32.5K.
Innovator US Equity Power Buffer ETF September made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #814 holding.
IHT Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
IHT Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $1.25M in Q3 2025.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.