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

Kingsview 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
2025 Q3	–	Sell	-9,734	Closed	-$398K	–	1276
2025 Q2	$398K	Buy	9,734 +661	+7%	+$25.8K	0.01%	851
2025 Q1	$348K	Sell	9,073 -3,772	-29%	-$148K	0.01%	839
2024 Q4	$502K	Sell	12,845 -1,577	-11%	-$61.5K	0.01%	738
2024 Q3	$556K	Buy	+14,422	New	+$545K	0.01%	676
2024 Q1	–	Sell	-17,899	Closed	-$622K	–	1055
2023 Q4	$622K	Buy	17,899 +2,137	+14%	+$71.2K	0.02%	590
2023 Q3	$511K	Buy	15,762 +2,162	+16%	+$71.2K	0.02%	614
2023 Q2	$445K	Sell	13,600 -2,820	-17%	-$88.2K	0.02%	628
2023 Q1	$504K	Sell	16,420 -842	-5%	-$25.4K	0.02%	573
2022 Q4	$505K	Buy	17,262 +523	+3%	+$15.2K	0.02%	507
2022 Q3	$466K	Buy	+16,739	New	+$486K	0.02%	516

Other funds holding PSEP

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kingsview Wealth Management's PSEP Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q3 2025, closing a stake of 9,734 shares — an estimated $398K sold.

Kingsview Wealth Management first reported a position in PSEP in Q3 2022 and held it in 10 quarters. The position peaked at $622K in Q4 2023. 219 funds tracked by Wall St. Rank hold PSEP as of Q3 2025.

Kingsview Wealth Management reported no remaining Innovator US Equity Power Buffer ETF September position as of Q3 2025 after selling out during the quarter.
Kingsview Wealth Management sold 9,734 Innovator US Equity Power Buffer ETF September shares in Q3 2025, an estimated $398K.
Kingsview Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2022 and held it in 10 quarters.
Kingsview Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $622K in Q4 2023.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.