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

Nikulski 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	$207K	Buy	+4,495	New	+$203K	0.04%	177
2026 Q1	–	Sell	-4,695	Closed	-$205K	–	178
2025 Q4	$205K	Hold	4,695	–	–	0.05%	163
2025 Q3	$202K	Buy	+4,695	New	+$197K	0.05%	152
2024 Q3	–	Sell	-5,700	Closed	-$214K	–	134
2024 Q2	$214K	Hold	5,700	–	–	0.07%	121
2024 Q1	$208K	Sell	5,700 -185	-3%	-$6.59K	0.07%	129
2023 Q4	$205K	Buy	+5,885	New	+$196K	0.07%	131
2023 Q2	–	Sell	-7,035	Closed	-$216K	–	132
2023 Q1	$216K	Hold	7,035	–	–	0.1%	121
2022 Q4	$206K	Buy	+7,035	New	+$205K	0.1%	123
2022 Q2	–	Sell	-7,050	Closed	-$212K	–	128
2022 Q1	$212K	Hold	7,050	–	–	0.09%	123
2021 Q4	$214K	Buy	+7,050	New	+$211K	0.09%	117

Other funds holding PSEP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFG

MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return

JCM

Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return

Nikulski Financial's PSEP Position: Q2 2026 in Review

Nikulski Financial opened a new position in Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026: 4,495 shares worth $207K. The stake represents 0.04% of the portfolio and ranks #177 among its holdings. This is a return to the name: Nikulski Financial previously reported a position in PSEP as recently as Q4 2025.

Nikulski Financial first reported a position in PSEP in Q4 2021 and has held it in 10 quarters since. The position peaked at $216K in Q1 2023. 98 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Nikulski Financial held 4,495 shares of Innovator US Equity Power Buffer ETF September worth $207K as of Q2 2026.
Innovator US Equity Power Buffer ETF September was a new Nikulski Financial position in Q2 2026.
Innovator US Equity Power Buffer ETF September made up 0.04% of Nikulski Financial's portfolio in Q2 2026, its #177 holding.
Nikulski Financial first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2021 and has held it in 10 quarters since.
Nikulski Financial's Innovator US Equity Power Buffer ETF September position peaked at $216K in Q1 2023.
98 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.