Lido Advisors
PSEP icon

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

Lido Advisors’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 		$23.4M Sell
507,486
-2,359
-0.5% -$107K 0.06% 201
2026
Q1 		$22M Sell
509,845
-43,275
-8% -$1.89M 0.07% 187
2025
Q4 		$24.2M Buy
+553,120
New +$23.9M 0.07% 173

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors's PSEP Position: Q2 2026 in Review

Lido Advisors reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 0.46% in Q2 2026, selling an estimated $107K and leaving 507,486 shares worth $23.4M. The position accounts for 0.06% of the portfolio, ranked #201.

Lido Advisors first reported a position in PSEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.2M in Q4 2025. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Lido Advisors held 507,486 shares of Innovator US Equity Power Buffer ETF September worth $23.4M as of Q2 2026.
  • Lido Advisors sold 2,359 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $107K.
  • Innovator US Equity Power Buffer ETF September made up 0.06% of Lido Advisors's portfolio in Q2 2026, its #201 holding.
  • Lido Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
  • Lido Advisors's Innovator US Equity Power Buffer ETF September position peaked at $24.2M in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.