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

Reston 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	$317K	Hold	6,890	–	–	0.09%	52
2026 Q1	$297K	Hold	6,890	–	–	0.09%	51
2025 Q4	$301K	Hold	6,890	–	–	0.09%	47
2025 Q3	$296K	Hold	6,890	–	–	0.1%	41
2025 Q2	$282K	Hold	6,890	–	–	0.1%	40
2025 Q1	$265K	Hold	6,890	–	–	0.11%	41
2024 Q4	$269K	Sell	6,890 -500	-7%	-$19.5K	0.1%	40
2024 Q3	$285K	Hold	7,390	–	–	0.1%	41
2024 Q2	$277K	Hold	7,390	–	–	0.11%	41
2024 Q1	$270K	Hold	7,390	–	–	0.11%	43
2023 Q4	$257K	Hold	7,390	–	–	0.12%	42
2023 Q3	$239K	Buy	+7,390	New	+$243K	0.12%	44

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 $103B AUM 28.65% 1-Year Est. Return

Reston Wealth Management's PSEP Position: Q2 2026 in Review

Reston Wealth Management held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 6,890 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #52.

Reston Wealth Management first reported a position in PSEP in Q3 2023 and has held it in 12 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Reston Wealth Management held 6,890 shares of Innovator US Equity Power Buffer ETF September worth $317K as of Q2 2026.
Reston 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 0.09% of Reston Wealth Management's portfolio in Q2 2026, its #52 holding.
Reston Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2023 and has held it in 12 quarters since.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.