KMG Fiduciary Partners’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

KMG Fiduciary Partners’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	–	Sell	-6,390	Closed	-$275K	–	253
2026 Q1	$275K	Hold	6,390	–	–	0.02%	239
2025 Q4	$279K	Hold	6,390	–	–	0.02%	238
2025 Q3	$274K	Buy	6,390 +253	+4%	+$10.6K	0.02%	264
2025 Q2	$251K	Sell	6,137 -210	-3%	-$8.19K	0.02%	269
2025 Q1	$244K	Hold	6,347	–	–	0.02%	263
2024 Q4	$248K	Hold	6,347	–	–	0.02%	252
2024 Q3	$245K	Buy	+6,347	New	+$240K	0.02%	249

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 $104B AUM 28.3% 1-Year Est. Return

KMG Fiduciary Partners's PSEP Position: Q2 2026 in Review

KMG Fiduciary Partners sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026, closing a stake of 6,390 shares — an estimated $275K sold.

KMG Fiduciary Partners first reported a position in PSEP in Q3 2024 and held it in 7 quarters. The position peaked at $279K in Q4 2025. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

KMG Fiduciary Partners reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2026 after selling out during the quarter.
KMG Fiduciary Partners sold 6,390 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $275K.
KMG Fiduciary Partners first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2024 and held it in 7 quarters.
KMG Fiduciary Partners's Innovator US Equity Power Buffer ETF September position peaked at $279K in Q4 2025.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.