Northwestern Mutual Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Northwestern Mutual Wealth Management’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
2025 Q4	–	Sell	-670	Closed	-$28.8K	–	4199
2025 Q3	$28.8K	Buy	+670	New	+$28.1K	﹤0.01%	2540
2024 Q1	–	Sell	-212	Closed	-$7.37K	–	3765
2023 Q4	$7.37K	Buy	+212	New	+$7.06K	﹤0.01%	2740

Other funds holding PSEP

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Northwestern Mutual Wealth Management's PSEP Position: Q4 2025 in Review

Northwestern Mutual Wealth Management sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q4 2025, closing a stake of 670 shares — an estimated $28.8K sold.

Northwestern Mutual Wealth Management first reported a position in PSEP in Q4 2023 and held it in 2 quarters. The position peaked at $28.8K in Q3 2025. 239 funds tracked by Wall St. Rank hold PSEP as of Q4 2025.

Northwestern Mutual Wealth Management reported no remaining Innovator US Equity Power Buffer ETF September position as of Q4 2025 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 670 Innovator US Equity Power Buffer ETF September shares in Q4 2025, an estimated $28.8K.
Northwestern Mutual Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2023 and held it in 2 quarters.
Northwestern Mutual Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $28.8K in Q3 2025.
239 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.