Rockefeller Capital Management
PSEP icon

Rockefeller Capital Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Rockefeller Capital 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 		$1.27M Sell
27,512
-4,373
-14% -$198K ﹤0.01% 1580
2026
Q1 		$1.37M Buy
31,885
+19,215
+152% +$841K ﹤0.01% 1471
2025
Q4 		$554K Buy
+12,670
New +$547K ﹤0.01% 1847
2024
Q4 		– Sell
-42,159
Closed -$1.62M – 1713
2024
Q3 		$1.62M Buy
+42,159
New +$1.59M ﹤0.01% 1070

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Lido Advisors
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LPL Financial
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Focus Partners Wealth
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Rockefeller Capital Management's PSEP Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 14% in Q2 2026, selling an estimated $198K and leaving 27,512 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Rockefeller Capital Management first reported a position in PSEP in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.62M in Q3 2024. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Rockefeller Capital Management held 27,512 shares of Innovator US Equity Power Buffer ETF September worth $1.27M as of Q2 2026.
  • Rockefeller Capital Management sold 4,373 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $198K.
  • Innovator US Equity Power Buffer ETF September made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #1580 holding.
  • Rockefeller Capital Management first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2024 and has held it in 4 quarters since.
  • Rockefeller Capital Management's Innovator US Equity Power Buffer ETF September position peaked at $1.62M in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.