Lido Advisors’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Lido Advisors’s Portfolio BSEP Stock Details BSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$144M	Buy	+2,665,866	New	+$143M	0.37%	36

Other funds holding BSEP

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return

Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

TFS

Thoroughbred Financial Services Brentwood, Tennessee $2.07B AUM 40.45% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Integral Investment Advisors Turlock, California $465M AUM 16.95% 1-Year Est. Return

Lido Advisors's BSEP Position: Q3 2026 in Review

Lido Advisors opened a new position in Innovator US Equity Buffer ETF September (BSEP) in Q3 2026: 2,665,866 shares worth $144M. The stake represents 0.37% of the portfolio and ranks #36 among its holdings.

79 funds tracked by Wall St. Rank hold BSEP as of Q3 2026.

Lido Advisors held 2,665,866 shares of Innovator US Equity Buffer ETF September worth $144M as of Q3 2026.
Innovator US Equity Buffer ETF September was a new Lido Advisors position in Q3 2026.
Innovator US Equity Buffer ETF September made up 0.37% of Lido Advisors's portfolio in Q3 2026, its #36 holding.
79 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.