Triad Wealth Partners’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Triad Wealth Partners’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	$393K	Buy	8,434 +1,512	+22%	+$68.4K	0.02%	385
2026 Q1	$298K	Sell	6,922 -3,031	-30%	-$133K	0.02%	395
2025 Q4	$435K	Sell	9,953 -3	-0%	-$130	0.04%	291
2025 Q3	$428K	Buy	9,956 +879	+10%	+$36.8K	0.06%	229
2025 Q2	$371K	Hold	9,077	–	–	0.08%	190
2025 Q1	$349K	Hold	9,077	–	–	0.11%	140
2024 Q4	$355K	Buy	+9,077	New	+$354K	0.13%	119
2024 Q3	–	Sell	-6,526	Closed	-$245K	–	687
2024 Q2	$245K	Buy	+6,526	New	+$240K	0.13%	79

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

Triad Wealth Partners's PSEP Position: Q2 2026 in Review

Triad Wealth Partners increased its Innovator US Equity Power Buffer ETF September (PSEP) stake by 22% in Q2 2026, buying an estimated $68.4K and bringing the position to 8,434 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #385.

Triad Wealth Partners first reported a position in PSEP in Q2 2024 and has held it in 8 quarters since. The position peaked at $435K in Q4 2025. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Triad Wealth Partners held 8,434 shares of Innovator US Equity Power Buffer ETF September worth $393K as of Q2 2026.
Triad Wealth Partners bought 1,512 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $68.4K.
Innovator US Equity Power Buffer ETF September made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #385 holding.
Triad Wealth Partners first reported a position in Innovator US Equity Power Buffer ETF September in Q2 2024 and has held it in 8 quarters since.
Triad Wealth Partners's Innovator US Equity Power Buffer ETF September position peaked at $435K in Q4 2025.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.