McAdam LLC’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

McAdam LLC’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 Q3	$219K	Sell	4,670 -999	-18%	-$46.5K	0.01%	469
2026 Q2	$261K	Sell	5,669 -100	-2%	-$4.52K	0.01%	416
2026 Q1	$248K	Hold	5,769	–	–	0.01%	375
2025 Q4	$252K	Hold	5,769	–	–	0.01%	356
2025 Q3	$248K	Buy	+5,769	New	+$242K	0.01%	347

Other funds holding PSEP

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

McAdam LLC's PSEP Position: Q3 2026 in Review

McAdam LLC reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 18% in Q3 2026, selling an estimated $46.5K and leaving 4,670 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #469.

McAdam LLC first reported a position in PSEP in Q3 2025 and has held it in 5 quarters since. The position peaked at $261K in Q2 2026. 91 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

McAdam LLC held 4,670 shares of Innovator US Equity Power Buffer ETF September worth $219K as of Q3 2026.
McAdam LLC sold 999 Innovator US Equity Power Buffer ETF September shares in Q3 2026, an estimated $46.5K.
Innovator US Equity Power Buffer ETF September made up 0.01% of McAdam LLC's portfolio in Q3 2026, its #469 holding.
McAdam LLC first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2025 and has held it in 5 quarters since.
McAdam LLC's Innovator US Equity Power Buffer ETF September position peaked at $261K in Q2 2026.
91 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.