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Integrated Wealth Concepts’s Innovator International Developed Power Buffer ETF September ISEP Stock Holding History

Integrated Wealth Concepts’s Portfolio ISEP Stock Details ISEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.4K Buy
+589
New +$20K ﹤0.01% 4070

Other funds holding ISEP

SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

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

Integrated Wealth Concepts opened a new position in Innovator International Developed Power Buffer ETF September (ISEP) in Q2 2026: 589 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #4070 among its holdings.

67 funds tracked by Wall St. Rank hold ISEP as of Q2 2026.

  • Integrated Wealth Concepts held 589 shares of Innovator International Developed Power Buffer ETF September worth $20.4K as of Q2 2026.
  • Innovator International Developed Power Buffer ETF September was a new Integrated Wealth Concepts position in Q2 2026.
  • Innovator International Developed Power Buffer ETF September made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4070 holding.
  • 67 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF September as of Q2 2026.

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