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Summit Wealth Partners’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Summit Wealth Partners’s Portfolio BSEP Stock Details BSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$249K Hold
4,713
– – 0.04% 253
2026
Q1 		$227K Hold
4,713
– – 0.04% 255
2025
Q4 		$232K Hold
4,713
– – 0.04% 188
2025
Q3 		$228K Buy
+4,713
New +$220K 0.04% 201

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OWA
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Summit Wealth Partners's BSEP Position: Q2 2026 in Review

Summit Wealth Partners held its Innovator US Equity Buffer ETF September (BSEP) position steady in Q2 2026 at 4,713 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #253.

Summit Wealth Partners first reported a position in BSEP in Q3 2025 and has held it in 4 quarters since. 107 funds tracked by Wall St. Rank hold BSEP as of Q2 2026.

  • Summit Wealth Partners held 4,713 shares of Innovator US Equity Buffer ETF September worth $249K as of Q2 2026.
  • Summit Wealth Partners left its Innovator US Equity Buffer ETF September share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF September made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #253 holding.
  • Summit Wealth Partners first reported a position in Innovator US Equity Buffer ETF September in Q3 2025 and has held it in 4 quarters since.
  • 107 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q2 2026.

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