Independent Financial Group’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Independent Financial Group’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	$582K	Sell	12,635 -1,222	-9%	-$55.3K	0.01%	929
2026 Q1	$597K	Sell	13,857 -240	-2%	-$10.5K	0.01%	846
2025 Q4	$616K	Sell	14,097 -63	-0.4%	-$2.72K	0.01%	795
2025 Q3	$608K	Buy	14,160 +1,640	+13%	+$68.8K	0.01%	763
2025 Q2	$512K	Sell	12,520 -1,291	-9%	-$50.3K	0.01%	772
2025 Q1	$530K	Hold	13,811	–	–	0.02%	689
2024 Q4	$540K	Hold	13,811	–	–	0.02%	665
2024 Q3	$532K	Buy	13,811 +6,326	+85%	+$239K	0.02%	629
2024 Q2	$280K	Sell	7,485 -52	-0.7%	-$1.91K	0.01%	865
2024 Q1	$275K	Sell	7,537 -37	-0.5%	-$1.32K	0.01%	825
2023 Q4	$263K	Hold	7,574	–	–	0.01%	779
2023 Q3	$245K	Sell	7,574 -17	-0.2%	-$560	0.02%	758
2023 Q2	$248K	Hold	7,591	–	–	0.02%	735
2023 Q1	$233K	Hold	7,591	–	–	0.02%	720
2022 Q4	$222K	Buy	+7,591	New	+$221K	0.02%	682

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 $103B AUM 28.65% 1-Year Est. Return

Independent Financial Group's PSEP Position: Q2 2026 in Review

Independent Financial Group reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 8.8% in Q2 2026, selling an estimated $55.3K and leaving 12,635 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #929.

Independent Financial Group first reported a position in PSEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $616K in Q4 2025. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Independent Financial Group held 12,635 shares of Innovator US Equity Power Buffer ETF September worth $582K as of Q2 2026.
Independent Financial Group sold 1,222 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $55.3K.
Innovator US Equity Power Buffer ETF September made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #929 holding.
Independent Financial Group first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2022 and has held it in 15 quarters since.
Independent Financial Group's Innovator US Equity Power Buffer ETF September position peaked at $616K in Q4 2025.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.