Sagespring Wealth Partners’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Sagespring Wealth Partners’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	$485K	Sell	11,274 -4,649	-29%	-$203K	0.01%	505
2025 Q4	$696K	Hold	15,923	–	–	0.01%	394
2025 Q3	$684K	Buy	+15,923	New	+$668K	0.01%	383

Other funds holding PSEP

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 $31B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sagespring Wealth Partners's PSEP Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 29% in Q1 2026, selling an estimated $203K and leaving 11,274 shares worth $485K. The position accounts for 0.01% of the portfolio, ranked #505.

Sagespring Wealth Partners first reported a position in PSEP in Q3 2025 and has held it in 3 quarters since. The position peaked at $696K in Q4 2025. 221 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

Sagespring Wealth Partners held 11,274 shares of Innovator US Equity Power Buffer ETF September worth $485K as of Q1 2026.
Sagespring Wealth Partners sold 4,649 Innovator US Equity Power Buffer ETF September shares in Q1 2026, an estimated $203K.
Innovator US Equity Power Buffer ETF September made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #505 holding.
Sagespring Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2025 and has held it in 3 quarters since.
Sagespring Wealth Partners's Innovator US Equity Power Buffer ETF September position peaked at $696K in Q4 2025.
221 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.