Vantage Point Financial’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Vantage Point Financial’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	$277K	Hold	6,019	–	–	0.08%	150
2026 Q1	$259K	Hold	6,019	–	–	0.09%	146
2025 Q4	$263K	Sell	6,019 -62	-1%	-$2.68K	0.09%	140
2025 Q3	$261K	Buy	6,081 +501	+9%	+$21K	0.1%	135
2025 Q2	$228K	Hold	5,580	–	–	0.1%	131
2025 Q1	$214K	Hold	5,580	–	–	0.11%	123
2024 Q4	$218K	Buy	+5,580	New	+$217K	0.12%	113

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

Vantage Point Financial's PSEP Position: Q2 2026 in Review

Vantage Point Financial held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 6,019 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #150.

Vantage Point Financial first reported a position in PSEP in Q4 2024 and has held it in 7 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Vantage Point Financial held 6,019 shares of Innovator US Equity Power Buffer ETF September worth $277K as of Q2 2026.
Vantage Point Financial left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF September made up 0.08% of Vantage Point Financial's portfolio in Q2 2026, its #150 holding.
Vantage Point Financial first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2024 and has held it in 7 quarters since.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Vantage Point Financial's 13F filing for Q2 2026, filed 14 Aug 2026.