TopTier Wealth Management’s Innovator U.S. Small Cap Power Buffer ETF - September KSEP Stock Holding History

TopTier Wealth Management’s Portfolio KSEP Stock Details KSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,518	Closed	-$42.8K	–	774
2026 Q1	$42.8K	Buy	+1,518	New	+$43.4K	0.03%	242

Other funds holding KSEP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WTFG

Wood Tarver Financial Group Boise, Idaho $424M AUM 24.33% 1-Year Est. Return

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

TopTier Wealth Management sold out of Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) in Q2 2026, closing a stake of 1,518 shares — an estimated $42.8K sold.

TopTier Wealth Management first reported a position in KSEP in Q1 2026 and held it in 1 quarter. The position peaked at $42.8K in Q1 2026. 31 funds tracked by Wall St. Rank hold KSEP as of Q2 2026.

TopTier Wealth Management reported no remaining Innovator U.S. Small Cap Power Buffer ETF - September position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 1,518 Innovator U.S. Small Cap Power Buffer ETF - September shares in Q2 2026, an estimated $42.8K.
TopTier Wealth Management first reported a position in Innovator U.S. Small Cap Power Buffer ETF - September in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Innovator U.S. Small Cap Power Buffer ETF - September position peaked at $42.8K in Q1 2026.
31 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - September as of Q2 2026.

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