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

Lineweaver Wealth 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	$232K	Hold	5,043	–	–	0.03%	168
2026 Q1	$217K	Hold	5,043	–	–	0.03%	160
2025 Q4	$220K	Hold	5,043	–	–	0.03%	174
2025 Q3	$217K	Buy	+5,043	New	+$211K	0.03%	159
2023 Q2	–	Sell	-106,351	Closed	-$3.26M	–	131
2023 Q1	$3.26M	Sell	106,351 -1,189	-1%	-$35.8K	1%	18
2022 Q4	$3.15M	Sell	107,540 -4,507	-4%	-$131K	0.95%	21
2022 Q3	$3.12M	Buy	112,047 +63,900	+133%	+$1.85M	1.01%	21
2022 Q2	$1.35M	Sell	48,147 -1,350	-3%	-$38.9K	0.45%	44
2022 Q1	$1.49M	Sell	49,497 -2,800	-5%	-$83K	0.43%	46
2021 Q4	$1.59M	Sell	52,297 -1,690	-3%	-$50.6K	0.46%	38
2021 Q3	$1.57M	Buy	+53,987	New	+$1.59M	0.48%	39

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 $104B AUM 28.3% 1-Year Est. Return

Lineweaver Wealth Advisors's PSEP Position: Q2 2026 in Review

Lineweaver Wealth Advisors held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 5,043 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #168.

Lineweaver Wealth Advisors first reported a position in PSEP in Q3 2021 and has held it in 11 quarters since. The position peaked at $3.26M in Q1 2023. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Lineweaver Wealth Advisors held 5,043 shares of Innovator US Equity Power Buffer ETF September worth $232K as of Q2 2026.
Lineweaver Wealth Advisors left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF September made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #168 holding.
Lineweaver Wealth Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2021 and has held it in 11 quarters since.
Lineweaver Wealth Advisors's Innovator US Equity Power Buffer ETF September position peaked at $3.26M in Q1 2023.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.