My Personal CFO LLC’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

My Personal CFO LLC’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 Q3	$1.27M	Sell	23,580 -30	-0.1%	-$1.61K	0.46%	40
2026 Q2	$1.24M	Hold	23,610	–	–	0.49%	40
2026 Q1	$1.14M	Hold	23,610	–	–	0.5%	39
2025 Q4	$1.16M	Buy	+23,610	New	+$1.15M	0.49%	41
2025 Q3	–	Sell	-22,180	Closed	-$1M	–	111
2025 Q2	$1M	Hold	22,180	–	–	0.46%	41
2025 Q1	$927K	Hold	22,180	–	–	0.47%	40
2024 Q4	$952K	Hold	22,180	–	–	0.49%	39
2024 Q3	$934K	Buy	22,180 +3,950	+22%	+$162K	0.51%	41
2024 Q2	$741K	Hold	18,230	–	–	0.4%	47
2024 Q1	$716K	Hold	18,230	–	–	0.41%	50
2023 Q4	$669K	Hold	18,230	–	–	0.44%	51
2023 Q3	$614K	Buy	+18,230	New	+$630K	0.5%	48

Other funds holding BSEP

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

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

LAM

Lewis Asset Management Lafayette, California $294M AUM 25.62% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

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

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $239M AUM 14.34% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.3B AUM 10.88% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

My Personal CFO LLC's BSEP Position: Q3 2026 in Review

My Personal CFO LLC reduced its Innovator US Equity Buffer ETF September (BSEP) stake by 0.13% in Q3 2026, selling an estimated $1.61K and leaving 23,580 shares worth $1.27M. The position accounts for 0.46% of the portfolio, ranked #40.

My Personal CFO LLC first reported a position in BSEP in Q3 2023 and has held it in 12 quarters since. 14 funds tracked by Wall St. Rank hold BSEP as of Q3 2026.

My Personal CFO LLC held 23,580 shares of Innovator US Equity Buffer ETF September worth $1.27M as of Q3 2026.
My Personal CFO LLC sold 30 Innovator US Equity Buffer ETF September shares in Q3 2026, an estimated $1.61K.
Innovator US Equity Buffer ETF September made up 0.46% of My Personal CFO LLC's portfolio in Q3 2026, its #40 holding.
My Personal CFO LLC first reported a position in Innovator US Equity Buffer ETF September in Q3 2023 and has held it in 12 quarters since.
14 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q3 2026.

Based on My Personal CFO LLC's 13F filing for Q3 2026, filed 14 Oct 2026.