Spire Wealth Management’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Spire Wealth Management’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	$235K	Sell	5,093 -131	-3%	-$5.93K	0.01%	742
2026 Q1	$225K	Hold	5,224	–	–	0.01%	742
2025 Q4	$228K	Hold	5,224	–	–	0.01%	763
2025 Q3	$224K	Buy	5,224 +1,277	+32%	+$53.5K	0.01%	751
2025 Q2	$161K	Hold	3,947	–	–	0.01%	820
2025 Q1	$152K	Sell	3,947 -125	-3%	-$4.91K	﹤0.01%	893
2024 Q4	$159K	Hold	4,072	–	–	﹤0.01%	884
2024 Q3	$157K	Sell	4,072 -128	-3%	-$4.84K	0.01%	792
2024 Q2	$157K	Hold	4,200	–	–	0.01%	774
2024 Q1	$153K	Hold	4,200	–	–	﹤0.01%	858
2023 Q4	$147K	Hold	4,200	–	–	﹤0.01%	866
2023 Q3	$136K	Hold	4,200	–	–	0.01%	834
2023 Q2	$137K	Sell	4,200 -7,340	-64%	-$229K	0.01%	862
2023 Q1	$354K	Sell	11,540 -166	-1%	-$5K	0.01%	578
2022 Q4	$342K	Hold	11,706	–	–	0.02%	430
2022 Q3	$326K	Buy	11,706 +7,367	+170%	+$214K	0.02%	420
2022 Q2	$122K	Sell	4,339 -1	-0%	-$29	0.01%	960
2022 Q1	$131K	Hold	4,340	–	–	﹤0.01%	1074
2021 Q4	$132K	Hold	4,340	–	–	﹤0.01%	1289
2021 Q3	$126K	Buy	+4,340	New	+$128K	﹤0.01%	1112

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 $103B AUM 28.65% 1-Year Est. Return

Spire Wealth Management's PSEP Position: Q2 2026 in Review

Spire Wealth Management reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 2.5% in Q2 2026, selling an estimated $5.93K and leaving 5,093 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #742.

Spire Wealth Management first reported a position in PSEP in Q3 2021 and has held it in 20 quarters since. The position peaked at $354K in Q1 2023. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Spire Wealth Management held 5,093 shares of Innovator US Equity Power Buffer ETF September worth $235K as of Q2 2026.
Spire Wealth Management sold 131 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $5.93K.
Innovator US Equity Power Buffer ETF September made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #742 holding.
Spire Wealth Management first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2021 and has held it in 20 quarters since.
Spire Wealth Management's Innovator US Equity Power Buffer ETF September position peaked at $354K in Q1 2023.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.