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Key Capital Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Key Capital 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
Q1 		– Sell
-1,062
Closed -$46.4K – 748
2025
Q4 		$46.4K Buy
+1,062
New +$45.9K 0.05% 145

Other funds holding PSEP

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Key Capital Management's PSEP Position: Q1 2026 in Review

Key Capital Management sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2026, closing a stake of 1,062 shares — an estimated $46.4K sold.

Key Capital Management first reported a position in PSEP in Q4 2025 and held it in 1 quarter. The position peaked at $46.4K in Q4 2025. 222 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

  • Key Capital Management reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2026 after selling out during the quarter.
  • Key Capital Management sold 1,062 Innovator US Equity Power Buffer ETF September shares in Q1 2026, an estimated $46.4K.
  • Key Capital Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2025 and held it in 1 quarter.
  • Key Capital Management's Innovator US Equity Power Buffer ETF September position peaked at $46.4K in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on Key Capital Management's 13F filing for Q1 2026, filed 7 May 2026.