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

Riverchase 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 Q1	–	Sell	-10,784	Closed	-$471K	–	77
2025 Q4	$471K	Hold	10,784	–	–	0.26%	51
2025 Q3	$463K	Buy	+10,784	New	+$452K	0.26%	52
2025 Q2	–	Sell	-6,805	Closed	-$261K	–	72
2025 Q1	$261K	Hold	6,805	–	–	0.18%	56
2024 Q4	$266K	Buy	+6,805	New	+$265K	0.2%	59

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Riverchase Wealth Management's PSEP Position: Q1 2026 in Review

Riverchase Wealth Management sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2026, closing a stake of 10,784 shares — an estimated $471K sold.

Riverchase Wealth Management first reported a position in PSEP in Q4 2024 and held it in 4 quarters. The position peaked at $471K in Q4 2025. 223 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

Riverchase Wealth Management reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2026 after selling out during the quarter.
Riverchase Wealth Management sold 10,784 Innovator US Equity Power Buffer ETF September shares in Q1 2026, an estimated $471K.
Riverchase Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2024 and held it in 4 quarters.
Riverchase Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $471K in Q4 2025.
223 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on Riverchase Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.