Ponta Wealth Partners
KSEP icon

Ponta Wealth Partners’s Innovator U.S. Small Cap Power Buffer ETF - September KSEP Stock Holding History

Ponta Wealth Partners’s Portfolio KSEP Stock Details KSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$553K Buy
+18,107
New +$562K 0.27% 83

Other funds holding KSEP

Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Beacon Financial Advisory
Beacon Financial Advisory Cleveland, Ohio $529M AUM 17.73% 1-Year Est. Return

Ponta Wealth Partners's KSEP Position: Q3 2026 in Review

Ponta Wealth Partners opened a new position in Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) in Q3 2026: 18,107 shares worth $553K. The stake represents 0.27% of the portfolio and ranks #83 among its holdings.

42 funds tracked by Wall St. Rank hold KSEP as of Q3 2026.

  • Ponta Wealth Partners held 18,107 shares of Innovator U.S. Small Cap Power Buffer ETF - September worth $553K as of Q3 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - September was a new Ponta Wealth Partners position in Q3 2026.
  • Innovator U.S. Small Cap Power Buffer ETF - September made up 0.27% of Ponta Wealth Partners's portfolio in Q3 2026, its #83 holding.
  • 42 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - September as of Q3 2026.

Based on Ponta Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.