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

Nations Financial Group’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 		$2.45M Sell
53,171
-555
-1% -$25.1K 0.12% 188
2026
Q1 		$2.31M Buy
53,726
+28
+0.1% +$1.23K 0.12% 199
2025
Q4 		$2.35M Sell
53,698
-109
-0.2% -$4.71K 0.12% 187
2025
Q3 		$2.31M Buy
53,807
+13,402
+33% +$562K 0.14% 174
2025
Q2 		$1.65M Buy
40,405
+1,245
+3% +$48.5K 0.11% 207
2025
Q1 		$1.5M Sell
39,160
-8
-0% -$314 0.11% 205
2024
Q4 		$1.53M Buy
39,168
+2,315
+6% +$90.2K 0.11% 210
2024
Q3 		$1.42M Buy
36,853
+19,102
+108% +$722K 0.1% 214
2024
Q2 		$665K Sell
17,751
-250
-1% -$9.19K 0.05% 341
2024
Q1 		$657K Sell
18,001
-37
-0.2% -$1.32K 0.06% 344
2023
Q4 		$627K Buy
18,038
+55
+0.3% +$1.83K 0.06% 329
2023
Q3 		$583K Buy
17,983
+297
+2% +$9.78K 0.06% 328
2023
Q2 		$579K Buy
17,686
+266
+2% +$8.32K 0.06% 355
2023
Q1 		$534K Sell
17,420
-240
-1% -$7.23K 0.06% 352
2022
Q4 		$517K Sell
17,660
-305
-2% -$8.88K 0.06% 347
2022
Q3 		$500K Buy
17,965
+2,790
+18% +$80.9K 0.07% 295
2022
Q2 		$427K Sell
15,175
-50
-0.3% -$1.44K 0.06% 334
2022
Q1 		$458K Buy
15,225
+859
+6% +$25.5K 0.06% 335
2021
Q4 		$437K Sell
14,366
-940
-6% -$28.1K 0.06% 315
2021
Q3 		$445K Buy
+15,306
New +$452K 0.07% 281
2021
Q2 		– Sell
-11,964
Closed -$344K – 415
2021
Q1 		$344K Hold
11,964
– – 0.08% 261
2020
Q4 		$334K Buy
11,964
+1,090
+10% +$29.6K 0.09% 246
2020
Q3 		$286K Buy
+10,874
New +$287K 0.09% 234

Other funds holding PSEP

MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
YWS
Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CB
Chris Bulman Roseville, California $274M AUM 22.07% 1-Year Est. Return
DI
Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

Nations Financial Group's PSEP Position: Q2 2026 in Review

Nations Financial Group reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 1% in Q2 2026, selling an estimated $25.1K and leaving 53,171 shares worth $2.45M. The position accounts for 0.12% of the portfolio, ranked #188.

Nations Financial Group first reported a position in PSEP in Q3 2020 and has held it in 23 quarters since. 56 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Nations Financial Group held 53,171 shares of Innovator US Equity Power Buffer ETF September worth $2.45M as of Q2 2026.
  • Nations Financial Group sold 555 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $25.1K.
  • Innovator US Equity Power Buffer ETF September made up 0.12% of Nations Financial Group's portfolio in Q2 2026, its #188 holding.
  • Nations Financial Group first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2020 and has held it in 23 quarters since.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.