Sound View Wealth Advisors Group’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Sound View Wealth Advisors Group’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	$472K	Hold	10,242	–	–	0.03%	294
2026 Q1	$441K	Hold	10,242	–	–	0.03%	288
2025 Q4	$448K	Sell	10,242 -1,360	-12%	-$58.8K	0.03%	285
2025 Q3	$498K	Buy	11,602 +397	+4%	+$16.6K	0.03%	269
2025 Q2	$458K	Hold	11,205	–	–	0.03%	280
2025 Q1	$430K	Hold	11,205	–	–	0.04%	276
2024 Q4	$438K	Hold	11,205	–	–	0.04%	276
2024 Q3	$432K	Buy	11,205 +3,260	+41%	+$123K	0.04%	279
2024 Q2	$298K	Hold	7,945	–	–	0.03%	302
2024 Q1	$290K	Sell	7,945 -1,075	-12%	-$38.3K	0.03%	309
2023 Q4	$314K	Hold	9,020	–	–	0.03%	297
2023 Q3	$292K	Sell	9,020 -1,270	-12%	-$41.8K	0.04%	291
2023 Q2	$337K	Hold	10,290	–	–	0.04%	273
2023 Q1	$316K	Buy	10,290 +1,270	+14%	+$38.2K	0.04%	276
2022 Q4	$314K	Buy	+9,020	New	+$262K	0.03%	297

Other funds holding PSEP

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Sound View Wealth Advisors Group's PSEP Position: Q2 2026 in Review

Sound View Wealth Advisors Group held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 10,242 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #294.

Sound View Wealth Advisors Group first reported a position in PSEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $498K in Q3 2025. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Sound View Wealth Advisors Group held 10,242 shares of Innovator US Equity Power Buffer ETF September worth $472K as of Q2 2026.
Sound View Wealth Advisors Group left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF September made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #294 holding.
Sound View Wealth Advisors Group first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2022 and has held it in 15 quarters since.
Sound View Wealth Advisors Group's Innovator US Equity Power Buffer ETF September position peaked at $498K in Q3 2025.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.