LPL Financial
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LPL Financial’s Innovator U.S. Small Cap Power Buffer ETF - September KSEP Stock Holding History

LPL Financial’s Portfolio KSEP Stock Details KSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.4M Buy
+45,661
New +$1.42M ﹤0.01% 4186

Other funds holding KSEP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Ballast Rock Private Wealth
Ballast Rock Private Wealth Charleston, South Carolina $214M AUM 17.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
DI
Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial's KSEP Position: Q3 2026 in Review

LPL Financial opened a new position in Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) in Q3 2026: 45,661 shares worth $1.4M. The stake represents ﹤0.01% of the portfolio and ranks #4186 among its holdings.

24 funds tracked by Wall St. Rank hold KSEP as of Q3 2026.

  • LPL Financial held 45,661 shares of Innovator U.S. Small Cap Power Buffer ETF - September worth $1.4M as of Q3 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - September was a new LPL Financial position in Q3 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - September made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4186 holding.
  • 24 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - September as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.