SWP
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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
Q2 		– Sell
-11,274
Closed -$485K – 864
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

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Osaic Holdings
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Lido Advisors
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
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HighTower Advisors
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Sagespring Wealth Partners's PSEP Position: Q2 2026 in Review

Sagespring Wealth Partners sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026, closing a stake of 11,274 shares — an estimated $485K sold.

Sagespring Wealth Partners first reported a position in PSEP in Q3 2025 and held it in 3 quarters. The position peaked at $696K in Q4 2025. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Sagespring Wealth Partners reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2026 after selling out during the quarter.
  • Sagespring Wealth Partners sold 11,274 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $485K.
  • Sagespring Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2025 and held it in 3 quarters.
  • Sagespring Wealth Partners's Innovator US Equity Power Buffer ETF September position peaked at $696K in Q4 2025.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.