Sigma Planning Corp’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Sigma Planning Corp’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 Q3	$467K	Buy	9,976 +380	+4%	+$17.7K	0.01%	870
2026 Q2	$442K	Sell	9,596 -12	-0.1%	-$543	0.01%	971
2026 Q1	$414K	Sell	9,608 -858	-8%	-$37.5K	0.01%	922
2025 Q4	$458K	Buy	10,466 +34	+0.3%	+$1.47K	0.01%	826
2025 Q3	$448K	Sell	10,432 -180	-2%	-$7.55K	0.01%	865
2025 Q2	$434K	Sell	10,612 -5,923	-36%	-$231K	0.01%	842
2025 Q1	$635K	Sell	16,535 -1,500	-8%	-$58.9K	0.02%	635
2024 Q4	$705K	Sell	18,035 -3,550	-16%	-$138K	0.02%	603
2024 Q3	$832K	Buy	21,585 +12,460	+137%	+$471K	0.03%	562
2024 Q2	$342K	Sell	9,125 -9,220	-50%	-$339K	0.01%	870
2024 Q1	$670K	Buy	18,345 +11,568	+171%	+$412K	0.02%	654
2023 Q4	$236K	Sell	6,777 -10,127	-60%	-$337K	0.02%	713
2023 Q3	$548K	Buy	16,904 +6,732	+66%	+$222K	0.02%	671
2023 Q2	$333K	Sell	10,172 -12,392	-55%	-$387K	0.01%	897
2023 Q1	$692K	Sell	22,564 -5,022	-18%	-$151K	0.02%	669
2022 Q4	$807K	Buy	27,586 +430	+2%	+$12.5K	0.03%	562
2022 Q3	$755K	Buy	27,156 +3,960	+17%	+$115K	0.03%	563
2022 Q2	$652K	Buy	23,196 +798	+4%	+$23K	0.02%	642
2022 Q1	$674K	Buy	22,398 +700	+3%	+$20.8K	0.02%	710
2021 Q4	$659K	Sell	21,698 -6,845	-24%	-$205K	0.02%	723
2021 Q3	$829K	Buy	+28,543	New	+$843K	0.02%	615
2021 Q2	–	Sell	-7,178	Closed	-$206K	–	1479
2021 Q1	$206K	Hold	7,178	–	–	0.01%	1207
2020 Q4	$200K	Buy	+7,178	New	+$195K	0.01%	1111

Other funds holding PSEP

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Diligent Investors Redlands, California $455M AUM 20.89% 1-Year Est. Return

Sigma Planning Corp's PSEP Position: Q3 2026 in Review

Sigma Planning Corp increased its Innovator US Equity Power Buffer ETF September (PSEP) stake by 4% in Q3 2026, buying an estimated $17.7K and bringing the position to 9,976 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #870.

Sigma Planning Corp first reported a position in PSEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $832K in Q3 2024. 82 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

Sigma Planning Corp held 9,976 shares of Innovator US Equity Power Buffer ETF September worth $467K as of Q3 2026.
Sigma Planning Corp bought 380 Innovator US Equity Power Buffer ETF September shares in Q3 2026, an estimated $17.7K.
Innovator US Equity Power Buffer ETF September made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #870 holding.
Sigma Planning Corp first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2020 and has held it in 23 quarters since.
Sigma Planning Corp's Innovator US Equity Power Buffer ETF September position peaked at $832K in Q3 2024.
82 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.