RPGK
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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
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return