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

Southland Equity 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	$1.42M	Sell	30,800 -811	-3%	-$36.7K	0.25%	76
2026 Q1	$1.36M	Hold	31,611	–	–	0.27%	76
2025 Q4	$1.38M	Hold	31,611	–	–	0.27%	74
2025 Q3	$1.36M	Buy	31,611 +26,358	+502%	+$1.1M	0.27%	72
2025 Q2	$215K	Hold	5,253	–	–	0.05%	226
2025 Q1	$202K	Hold	5,253	–	–	0.05%	225
2024 Q4	$205K	Hold	5,253	–	–	0.05%	218
2024 Q3	$202K	Sell	5,253 -1,078	-17%	-$40.7K	0.05%	217
2024 Q2	$237K	Hold	6,331	–	–	0.07%	188
2024 Q1	$231K	Hold	6,331	–	–	0.06%	193
2023 Q4	$220K	Hold	6,331	–	–	0.07%	179
2023 Q3	$205K	Buy	+6,331	New	+$209K	0.07%	177

Other funds holding PSEP

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PWMG

Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return

BWM

BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

Camelot Portfolios Maumee, Ohio $143M AUM 14.82% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Southland Equity Partners's PSEP Position: Q2 2026 in Review

Southland Equity Partners reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 2.6% in Q2 2026, selling an estimated $36.7K and leaving 30,800 shares worth $1.42M. The position accounts for 0.25% of the portfolio, ranked #76.

Southland Equity Partners first reported a position in PSEP in Q3 2023 and has held it in 12 quarters since. 41 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Southland Equity Partners held 30,800 shares of Innovator US Equity Power Buffer ETF September worth $1.42M as of Q2 2026.
Southland Equity Partners sold 811 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $36.7K.
Innovator US Equity Power Buffer ETF September made up 0.25% of Southland Equity Partners's portfolio in Q2 2026, its #76 holding.
Southland Equity Partners first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2023 and has held it in 12 quarters since.
41 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.