Integrated Wealth Concepts’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Integrated Wealth Concepts’s Portfolio BSEP Stock Details BSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59.4K	Buy	+1,126	New	+$58K	﹤0.01%	3225

Other funds holding BSEP

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Integrated Wealth Concepts's BSEP Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Innovator US Equity Buffer ETF September (BSEP) in Q2 2026: 1,126 shares worth $59.4K. The stake represents ﹤0.01% of the portfolio and ranks #3225 among its holdings.

108 funds tracked by Wall St. Rank hold BSEP as of Q2 2026.

Integrated Wealth Concepts held 1,126 shares of Innovator US Equity Buffer ETF September worth $59.4K as of Q2 2026.
Innovator US Equity Buffer ETF September was a new Integrated Wealth Concepts position in Q2 2026.
Innovator US Equity Buffer ETF September made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3225 holding.
108 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.