Nations Financial Group
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Nations Financial Group’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Nations Financial Group’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 		– Sell
-16,349
Closed -$862K – 789
2026
Q2 		$862K Sell
16,349
-232
-1% -$12K 0.04% 415
2026
Q1 		$797K Sell
16,581
-44
-0.3% -$2.17K 0.04% 425
2025
Q4 		$819K Sell
16,625
-45
-0.3% -$2.19K 0.04% 404
2025
Q3 		$805K Buy
+16,670
New +$778K 0.05% 372
2024
Q3 		– Sell
-16,782
Closed -$683K – 675
2024
Q2 		$683K Sell
16,782
-615
-4% -$24.3K 0.06% 331
2024
Q1 		$683K Sell
17,397
-4
-0% -$152 0.06% 334
2023
Q4 		$638K Buy
17,401
+140
+0.8% +$4.87K 0.06% 326
2023
Q3 		$581K Sell
17,261
-655
-4% -$22.6K 0.06% 330
2023
Q2 		$617K Sell
17,916
-415
-2% -$13.6K 0.06% 332
2023
Q1 		$589K Sell
18,331
-1,117
-6% -$35.1K 0.06% 330
2022
Q4 		$590K Hold
19,448
– – 0.07% 318
2022
Q3 		$556K Buy
19,448
+8,433
+77% +$258K 0.08% 271
2022
Q2 		$322K Hold
11,015
– – 0.04% 396
2022
Q1 		$359K Hold
11,015
– – 0.04% 385
2021
Q4 		$368K Sell
11,015
-3,625
-25% -$118K 0.05% 351
2021
Q3 		$457K Buy
+14,640
New +$468K 0.07% 273
2021
Q2 		– Sell
-15,420
Closed -$470K – 401
2021
Q1 		$470K Hold
15,420
– – 0.11% 226
2020
Q4 		$449K Buy
15,420
+600
+4% +$16.8K 0.12% 209
2020
Q3 		$397K Buy
+14,820
New +$397K 0.12% 198

Other funds holding BSEP

Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Outlook Wealth Advisors
Outlook Wealth Advisors Shenandoah, Texas $470M AUM 20.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
TFS
Thoroughbred Financial Services Brentwood, Tennessee $2.07B AUM 40.45% 1-Year Est. Return

Nations Financial Group's BSEP Position: Q3 2026 in Review

Nations Financial Group sold out of Innovator US Equity Buffer ETF September (BSEP) in Q3 2026, closing a stake of 16,349 shares — an estimated $862K sold.

Nations Financial Group first reported a position in BSEP in Q3 2020 and held it in 19 quarters. The position peaked at $862K in Q2 2026. 83 funds tracked by Wall St. Rank hold BSEP as of Q3 2026.

  • Nations Financial Group reported no remaining Innovator US Equity Buffer ETF September position as of Q3 2026 after selling out during the quarter.
  • Nations Financial Group sold 16,349 Innovator US Equity Buffer ETF September shares in Q3 2026, an estimated $862K.
  • Nations Financial Group first reported a position in Innovator US Equity Buffer ETF September in Q3 2020 and held it in 19 quarters.
  • Nations Financial Group's Innovator US Equity Buffer ETF September position peaked at $862K in Q2 2026.
  • 83 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q3 2026.

Based on Nations Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.