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Regatta Research & Money Management’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Regatta Research & Money Management’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
Q2 		$37.3K Buy
+707
New +$36.4K 0.04% 307

Other funds holding BSEP

OWA
Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return

Regatta Research & Money Management's BSEP Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Innovator US Equity Buffer ETF September (BSEP) in Q2 2026: 707 shares worth $37.3K. The stake represents 0.04% of the portfolio and ranks #307 among its holdings.

88 funds tracked by Wall St. Rank hold BSEP as of Q2 2026.

  • Regatta Research & Money Management held 707 shares of Innovator US Equity Buffer ETF September worth $37.3K as of Q2 2026.
  • Innovator US Equity Buffer ETF September was a new Regatta Research & Money Management position in Q2 2026.
  • Innovator US Equity Buffer ETF September made up 0.04% of Regatta Research & Money Management's portfolio in Q2 2026, its #307 holding.
  • 88 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.