Wealth Enhancement Advisory Services
KSEP

Wealth Enhancement Advisory Services’s Innovator U.S. Small Cap Power Buffer ETF - September KSEP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio KSEP Stock Details KSEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,544
Closed -$243K – 3909
2025
Q4 		$243K Buy
+8,544
New +$236K ﹤0.01% 3108

Other funds holding KSEP

CNC
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KAS
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Cetera Investment Advisers
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) in Q1 2026, closing a stake of 8,544 shares — an estimated $243K sold.

Wealth Enhancement Advisory Services first reported a position in KSEP in Q4 2025 and held it in 1 quarter. The position peaked at $243K in Q4 2025. 31 funds tracked by Wall St. Rank hold KSEP as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Innovator U.S. Small Cap Power Buffer ETF - September position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 8,544 Innovator U.S. Small Cap Power Buffer ETF - September shares in Q1 2026, an estimated $243K.
  • Wealth Enhancement Advisory Services first reported a position in Innovator U.S. Small Cap Power Buffer ETF - September in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Innovator U.S. Small Cap Power Buffer ETF - September position peaked at $243K in Q4 2025.
  • 31 funds tracked by Wall St. Rank held Innovator U.S. Small Cap Power Buffer ETF - September as of Q1 2026.

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