Trifecta Capital Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Trifecta Capital Advisors’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 Q3	$18.7K	Hold	400	–	–	﹤0.01%	221
2026 Q2	$18.4K	Hold	400	–	–	﹤0.01%	234
2026 Q1	$17.2K	Hold	400	–	–	﹤0.01%	210
2025 Q4	$17.5K	Hold	400	–	–	﹤0.01%	203
2025 Q3	$17.2K	Hold	400	–	–	﹤0.01%	213
2025 Q2	$16.4K	Hold	400	–	–	﹤0.01%	222
2025 Q1	$15.4K	Buy	+400	New	+$15.7K	﹤0.01%	199

Other funds holding PSEP

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Personal CFO Solutions Chester, New Jersey $634M AUM 24.15% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.67B AUM 13.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Trifecta Capital Advisors's PSEP Position: Q3 2026 in Review

Trifecta Capital Advisors held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q3 2026 at 400 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Trifecta Capital Advisors first reported a position in PSEP in Q1 2025 and has held it in 7 quarters since. 168 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

Trifecta Capital Advisors held 400 shares of Innovator US Equity Power Buffer ETF September worth $18.7K as of Q3 2026.
Trifecta Capital Advisors left its Innovator US Equity Power Buffer ETF September share count unchanged in Q3 2026.
Innovator US Equity Power Buffer ETF September made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q3 2026, its #221 holding.
Trifecta Capital Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2025 and has held it in 7 quarters since.
168 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.