TopTier Wealth Management’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

TopTier Wealth Management’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	$905K	Sell	17,161 -1	-0%	-$52	0.55%	42
2026 Q1	$825K	Sell	17,162 -1	-0%	-$49	0.51%	43
2025 Q4	$845K	Buy	+17,163	New	+$835K	0.57%	42

Other funds holding BSEP

PCM

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

OWA

Outlook Wealth Advisors Shenandoah, Texas $463M AUM 26.46% 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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

TopTier Wealth Management's BSEP Position: Q2 2026 in Review

TopTier Wealth Management reduced its Innovator US Equity Buffer ETF September (BSEP) stake by 0.01% in Q2 2026, selling an estimated $52 and leaving 17,161 shares worth $905K. The position accounts for 0.55% of the portfolio, ranked #42.

TopTier Wealth Management first reported a position in BSEP in Q4 2025 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold BSEP as of Q2 2026.

TopTier Wealth Management held 17,161 shares of Innovator US Equity Buffer ETF September worth $905K as of Q2 2026.
TopTier Wealth Management sold 1 Innovator US Equity Buffer ETF September share in Q2 2026, an estimated $52.
Innovator US Equity Buffer ETF September made up 0.55% of TopTier Wealth Management's portfolio in Q2 2026, its #42 holding.
TopTier Wealth Management first reported a position in Innovator US Equity Buffer ETF September in Q4 2025 and has held it in 3 quarters since.
108 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.