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
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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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B 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 $377B 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

Rockefeller Capital Management's PSEP Position: Q1 2026 in Review

Rockefeller Capital Management increased its Innovator US Equity Power Buffer ETF September (PSEP) stake by 152% in Q1 2026, buying an estimated $841K and bringing the position to 31,885 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Rockefeller Capital Management first reported a position in PSEP in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.62M in Q3 2024. 220 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

  • Rockefeller Capital Management held 31,885 shares of Innovator US Equity Power Buffer ETF September worth $1.37M as of Q1 2026.
  • Rockefeller Capital Management bought 19,215 Innovator US Equity Power Buffer ETF September shares in Q1 2026, an estimated $841K.
  • Innovator US Equity Power Buffer ETF September made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1471 holding.
  • Rockefeller Capital Management first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2024 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Innovator US Equity Power Buffer ETF September position peaked at $1.62M in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.