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Pine Harbor Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Pine Harbor 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 		$269K Hold
5,834
– – 0.07% 93
2026
Q1 		$251K Hold
5,834
– – 0.08% 93
2025
Q4 		$255K Buy
+5,834
New +$252K 0.08% 92

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Lido Advisors
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
KAS
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HighTower Advisors
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Pine Harbor Wealth Management's PSEP Position: Q2 2026 in Review

Pine Harbor Wealth Management held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 5,834 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #93.

Pine Harbor Wealth Management first reported a position in PSEP in Q4 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Pine Harbor Wealth Management held 5,834 shares of Innovator US Equity Power Buffer ETF September worth $269K as of Q2 2026.
  • Pine Harbor Wealth Management left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
  • Innovator US Equity Power Buffer ETF September made up 0.07% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Pine Harbor Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.