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ORG Partners’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

ORG Partners’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 		$1.28M Buy
29,333
+1,000
+4% +$43.2K 0.23% 100
2025
Q3 		$1.22M Buy
+28,333
New +$1.19M 0.22% 96

Other funds holding PSEP

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

ORG Partners's PSEP Position: Q4 2025 in Review

ORG Partners increased its Innovator US Equity Power Buffer ETF September (PSEP) stake by 3.5% in Q4 2025, buying an estimated $43.2K and bringing the position to 29,333 shares worth $1.28M. The position accounts for 0.23% of the portfolio, ranked #100.

ORG Partners first reported a position in PSEP in Q3 2025 and has held it in 2 quarters since. 238 funds tracked by Wall St. Rank hold PSEP as of Q4 2025.

  • ORG Partners held 29,333 shares of Innovator US Equity Power Buffer ETF September worth $1.28M as of Q4 2025.
  • ORG Partners bought 1,000 Innovator US Equity Power Buffer ETF September shares in Q4 2025, an estimated $43.2K.
  • Innovator US Equity Power Buffer ETF September made up 0.23% of ORG Partners's portfolio in Q4 2025, its #100 holding.
  • ORG Partners first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2025 and has held it in 2 quarters since.
  • 238 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.