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Vise Technologies’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

Vise Technologies’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 		$449K Buy
+9,752
New +$441K 0.01% 1220
2024
Q4 		– Sell
-6,404
Closed -$247K – 831
2024
Q3 		$247K Sell
6,404
-96
-1% -$3.63K 0.03% 515
2024
Q2 		$244K Buy
+6,500
New +$239K 0.04% 358

Other funds holding PSEP

AllianceBernstein
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
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
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Vise Technologies's PSEP Position: Q2 2026 in Review

Vise Technologies opened a new position in Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026: 9,752 shares worth $449K. The stake represents 0.01% of the portfolio and ranks #1220 among its holdings. This is a return to the name: Vise Technologies previously reported a position in PSEP as recently as Q3 2024.

Vise Technologies first reported a position in PSEP in Q2 2024 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

  • Vise Technologies held 9,752 shares of Innovator US Equity Power Buffer ETF September worth $449K as of Q2 2026.
  • Innovator US Equity Power Buffer ETF September was a new Vise Technologies position in Q2 2026.
  • Innovator US Equity Power Buffer ETF September made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1220 holding.
  • Vise Technologies first reported a position in Innovator US Equity Power Buffer ETF September in Q2 2024 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.