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Leigh Baldwin & Co’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Leigh Baldwin & Co’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
Q4 		– Sell
-7,600
Closed -$326K – 202
2025
Q3 		$326K Hold
7,600
– – 0.18% 129
2025
Q2 		$311K Sell
7,600
-500
-6% -$19.5K 0.2% 124
2025
Q1 		$311K Hold
8,100
– – 0.25% 114
2024
Q4 		$317K Buy
+8,100
New +$316K 0.27% 106

Other funds holding PSEP

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Leigh Baldwin & Co's PSEP Position: Q4 2025 in Review

Leigh Baldwin & Co sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2025, closing a stake of 7,600 shares — an estimated $326K sold.

Leigh Baldwin & Co first reported a position in PSEP in Q4 2024 and held it in 4 quarters. The position peaked at $326K in Q3 2025. 240 funds tracked by Wall St. Rank hold PSEP as of Q4 2025.

  • Leigh Baldwin & Co reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2025 after selling out during the quarter.
  • Leigh Baldwin & Co sold 7,600 Innovator US Equity Power Buffer ETF September shares in Q4 2025, an estimated $326K.
  • Leigh Baldwin & Co first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2024 and held it in 4 quarters.
  • Leigh Baldwin & Co's Innovator US Equity Power Buffer ETF September position peaked at $326K in Q3 2025.
  • 240 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2025.

Based on Leigh Baldwin & Co's 13F filing for Q4 2025, filed 12 Feb 2026.