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
2026 Q2	$11K	Buy	+239	New	+$10.8K	﹤0.01%	3082
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 $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

KAS

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Northwestern Mutual Wealth Management's PSEP Position: Q2 2026 in Review

Northwestern Mutual Wealth Management opened a new position in Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026: 239 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #3082 among its holdings. This is a return to the name: Northwestern Mutual Wealth Management previously reported a position in PSEP as recently as Q3 2025.

Northwestern Mutual Wealth Management first reported a position in PSEP in Q4 2023 and has held it in 3 quarters since. The position peaked at $28.8K in Q3 2025. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Northwestern Mutual Wealth Management held 239 shares of Innovator US Equity Power Buffer ETF September worth $11K as of Q2 2026.
Innovator US Equity Power Buffer ETF September was a new Northwestern Mutual Wealth Management position in Q2 2026.
Innovator US Equity Power Buffer ETF September made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #3082 holding.
Northwestern Mutual Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2023 and has held it in 3 quarters since.
Northwestern Mutual Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $28.8K in Q3 2025.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.