KFP
PSEP icon

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

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MW
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CA
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BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $275M AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return
SEP
Southland Equity Partners Wildwood, Missouri $571M AUM 22.77% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return