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

Lakeridge 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
2026 Q2	$344K	Hold	7,461	–	–	0.13%	135
2026 Q1	$321K	Sell	7,461 -180	-2%	-$7.88K	0.14%	129
2025 Q4	$334K	Hold	7,641	–	–	0.15%	121
2025 Q3	$328K	Buy	7,641 +1,308	+21%	+$54.8K	0.15%	115
2025 Q2	$259K	Hold	6,333	–	–	0.12%	131
2025 Q1	$243K	Hold	6,333	–	–	0.12%	133
2024 Q4	$248K	Hold	6,333	–	–	0.13%	133
2024 Q3	$244K	Buy	+6,333	New	+$239K	0.13%	131

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 $103B AUM 28.65% 1-Year Est. Return

Lakeridge Wealth Management's PSEP Position: Q2 2026 in Review

Lakeridge Wealth Management held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 7,461 shares worth $344K. The position accounts for 0.13% of the portfolio, ranked #135.

Lakeridge Wealth Management first reported a position in PSEP in Q3 2024 and has held it in 8 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Lakeridge Wealth Management held 7,461 shares of Innovator US Equity Power Buffer ETF September worth $344K as of Q2 2026.
Lakeridge Wealth Management left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF September made up 0.13% of Lakeridge Wealth Management's portfolio in Q2 2026, its #135 holding.
Lakeridge Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2024 and has held it in 8 quarters since.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.