Wealth Enhancement Advisory Services’s Innovator US Equity Buffer ETF September BSEP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BSEP Stock Details BSEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,316	Closed	-$214K	–	3610
2025 Q4	$214K	Hold	4,316	–	–	﹤0.01%	3223
2025 Q3	$209K	Buy	+4,316	New	+$201K	﹤0.01%	3103

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PCM

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OWA

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

KAS

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

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

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services's BSEP Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Innovator US Equity Buffer ETF September (BSEP) in Q1 2026, closing a stake of 4,316 shares — an estimated $214K sold.

Wealth Enhancement Advisory Services first reported a position in BSEP in Q3 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 99 funds tracked by Wall St. Rank hold BSEP as of Q1 2026.

Wealth Enhancement Advisory Services reported no remaining Innovator US Equity Buffer ETF September position as of Q1 2026 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 4,316 Innovator US Equity Buffer ETF September shares in Q1 2026, an estimated $214K.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Buffer ETF September in Q3 2025 and held it in 2 quarters.
Wealth Enhancement Advisory Services's Innovator US Equity Buffer ETF September position peaked at $214K in Q4 2025.
99 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF September as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.