SWP
BSEP icon

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
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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