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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
Q2 		$261K Sell
5,669
-100
-2% -$4.53K 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

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
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

McAdam LLC's PSEP Position: Q2 2026 in Review

McAdam LLC reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 1.7% in Q2 2026, selling an estimated $4.53K and leaving 5,669 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #416.

McAdam LLC first reported a position in PSEP in Q3 2025 and has held it in 4 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • McAdam LLC held 5,669 shares of Innovator US Equity Power Buffer ETF September worth $261K as of Q2 2026.
  • McAdam LLC sold 100 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $4.53K.
  • Innovator US Equity Power Buffer ETF September made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #416 holding.
  • McAdam LLC first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.