Michels Family Financial’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Michels Family Financial’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	$1.95M	Sell	42,438 -257	-0.6%	-$11.6K	1.25%	15
2026 Q1	$1.84M	Sell	42,695 -970	-2%	-$42.4K	1.33%	15
2025 Q4	$1.91M	Sell	43,665 -691	-2%	-$29.9K	1.4%	14
2025 Q3	$1.91M	Sell	44,356 -1,333	-3%	-$55.9K	1.48%	14
2025 Q2	$1.87M	Sell	45,689 -220	-0.5%	-$8.58K	1.59%	15
2025 Q1	$1.76M	Sell	45,909 -2,425	-5%	-$95.2K	1.59%	14
2024 Q4	$1.89M	Buy	+48,334	New	+$1.88M	1.73%	12

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 $103B AUM 28.65% 1-Year Est. Return

Michels Family Financial's PSEP Position: Q2 2026 in Review

Michels Family Financial reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 0.6% in Q2 2026, selling an estimated $11.6K and leaving 42,438 shares worth $1.95M. The position accounts for 1.25% of the portfolio, ranked #15.

Michels Family Financial first reported a position in PSEP in Q4 2024 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Michels Family Financial held 42,438 shares of Innovator US Equity Power Buffer ETF September worth $1.95M as of Q2 2026.
Michels Family Financial sold 257 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $11.6K.
Innovator US Equity Power Buffer ETF September made up 1.25% of Michels Family Financial's portfolio in Q2 2026, its #15 holding.
Michels Family Financial first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.