Retirement Planning Group (Kansas)’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Retirement Planning Group (Kansas)’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	$206K	Buy	+4,473	New	+$202K	0.01%	523
2026 Q1	–	Sell	-4,584	Closed	-$200K	–	499
2025 Q4	$200K	Buy	+4,584	New	+$198K	0.01%	413
2023 Q4	–	Sell	-8,805	Closed	-$285K	–	192
2023 Q3	$285K	Sell	8,805 -367	-4%	-$12.1K	0.03%	129
2023 Q2	$300K	Sell	9,172 -4,147	-31%	-$130K	0.03%	129
2023 Q1	$409K	Hold	13,319	–	–	0.04%	103
2022 Q4	$390K	Sell	13,319 -1,810	-12%	-$52.7K	0.04%	101
2022 Q3	$421K	Buy	+15,129	New	+$439K	0.05%	93

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 $104B AUM 28.3% 1-Year Est. Return

Retirement Planning Group (Kansas)'s PSEP Position: Q2 2026 in Review

Retirement Planning Group (Kansas) opened a new position in Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026: 4,473 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Retirement Planning Group (Kansas) previously reported a position in PSEP as recently as Q4 2025.

Retirement Planning Group (Kansas) first reported a position in PSEP in Q3 2022 and has held it in 7 quarters since. The position peaked at $421K in Q3 2022. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Retirement Planning Group (Kansas) held 4,473 shares of Innovator US Equity Power Buffer ETF September worth $206K as of Q2 2026.
Innovator US Equity Power Buffer ETF September was a new Retirement Planning Group (Kansas) position in Q2 2026.
Innovator US Equity Power Buffer ETF September made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #523 holding.
Retirement Planning Group (Kansas) first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2022 and has held it in 7 quarters since.
Retirement Planning Group (Kansas)'s Innovator US Equity Power Buffer ETF September position peaked at $421K in Q3 2022.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.