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Noble Wealth Management PBC’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Noble Wealth Management PBC’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
Q3 		– Sell
-460
Closed -$21.2K – 856
2026
Q2 		$21.2K Sell
460
-180
-28% -$8.15K 0.01% 388
2026
Q1 		$27.6K Sell
640
-110
-15% -$4.81K 0.01% 333
2025
Q4 		$32.8K Sell
750
-300
-29% -$13K 0.02% 315
2025
Q3 		$45.1K Buy
+1,050
New +$44K 0.02% 262

Other funds holding PSEP

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PFA
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Noble Wealth Management PBC's PSEP Position: Q3 2026 in Review

Noble Wealth Management PBC sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q3 2026, closing a stake of 460 shares — an estimated $21.2K sold.

Noble Wealth Management PBC first reported a position in PSEP in Q3 2025 and held it in 4 quarters. The position peaked at $45.1K in Q3 2025. 9 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

  • Noble Wealth Management PBC reported no remaining Innovator US Equity Power Buffer ETF September position as of Q3 2026 after selling out during the quarter.
  • Noble Wealth Management PBC sold 460 Innovator US Equity Power Buffer ETF September shares in Q3 2026, an estimated $21.2K.
  • Noble Wealth Management PBC first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2025 and held it in 4 quarters.
  • Noble Wealth Management PBC's Innovator US Equity Power Buffer ETF September position peaked at $45.1K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.