Physician Wealth Advisors’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Physician Wealth Advisors’s Portfolio BSEP Stock Details BSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$55.6K	Hold	1,055	–	–	0.01%	414
2026 Q1	$50.7K	Hold	1,055	–	–	0.01%	398
2025 Q4	$52K	Hold	1,055	–	–	0.01%	389
2025 Q3	$50.9K	Hold	1,055	–	–	0.01%	378
2025 Q2	$47.6K	Hold	1,055	–	–	0.01%	354
2025 Q1	$44.1K	Hold	1,055	–	–	0.01%	356
2024 Q4	$45.3K	Buy	+1,055	New	+$45.2K	0.01%	361

Other funds holding BSEP

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 1-Year Est. Return

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

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Diligent Investors Redlands, California $449M AUM 26.15% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

DFA

DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return

Physician Wealth Advisors's BSEP Position: Q2 2026 in Review

Physician Wealth Advisors held its Innovator US Equity Buffer ETF September (BSEP) position steady in Q2 2026 at 1,055 shares worth $55.6K. The position accounts for 0.01% of the portfolio, ranked #414.

Physician Wealth Advisors first reported a position in BSEP in Q4 2024 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold BSEP as of Q2 2026.

Physician Wealth Advisors held 1,055 shares of Innovator US Equity Buffer ETF September worth $55.6K as of Q2 2026.
Physician Wealth Advisors left its Innovator US Equity Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Buffer ETF September made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #414 holding.
Physician Wealth Advisors first reported a position in Innovator US Equity Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
59 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.