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

Wealth Enhancement Advisory Services’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	$18.4M	Buy	389,274 +323,174	+489%	+$15.1M	0.03%	501
2026 Q2	$3.06M	Sell	66,100 -33,638	-34%	-$1.52M	0.01%	1306
2026 Q1	$4.32M	Sell	99,738 -71,818	-42%	-$3.14M	0.01%	961
2025 Q4	$7.54M	Buy	171,556 +3,914	+2%	+$169K	0.01%	815
2025 Q3	$7.19M	Buy	167,642 +50,664	+43%	+$2.12M	0.01%	790
2025 Q2	$4.81M	Sell	116,978 -45,371	-28%	-$1.77M	0.01%	915
2025 Q1	$6.24M	Sell	162,349 -5,167	-3%	-$203K	0.01%	744
2024 Q4	$6.55M	Buy	167,516 +6,221	+4%	+$242K	0.01%	708
2024 Q3	$6.21M	Buy	161,295 +67,771	+72%	+$2.56M	0.01%	664
2024 Q2	$3.5M	Sell	93,524 -163,018	-64%	-$5.99M	0.01%	796
2024 Q1	$9.36M	Sell	256,542 -14,891	-5%	-$530K	0.02%	499
2023 Q4	$9.44M	Sell	271,433 -30,386	-10%	-$1.01M	0.03%	447
2023 Q3	$9.8M	Buy	+301,819	New	+$9.9M	0.03%	419

Other funds holding PSEP

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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Chris Bulman Roseville, California $285M AUM 15.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $203M AUM 18.91% 1-Year Est. Return

Weaver Capital Management Suwanee, Georgia $525M AUM 12.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services's PSEP Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Innovator US Equity Power Buffer ETF September (PSEP) stake by 489% in Q3 2026, buying an estimated $15.1M and bringing the position to 389,274 shares worth $18.4M. The position accounts for 0.03% of the portfolio, ranked #501.

Wealth Enhancement Advisory Services first reported a position in PSEP in Q3 2023 and has held it in 13 quarters since. 113 funds tracked by Wall St. Rank hold PSEP as of Q3 2026.

Wealth Enhancement Advisory Services held 389,274 shares of Innovator US Equity Power Buffer ETF September worth $18.4M as of Q3 2026.
Wealth Enhancement Advisory Services bought 323,174 Innovator US Equity Power Buffer ETF September shares in Q3 2026, an estimated $15.1M.
Innovator US Equity Power Buffer ETF September made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #501 holding.
Wealth Enhancement Advisory Services first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2023 and has held it in 13 quarters since.
113 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.