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 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	$9.78M	Buy	+301,819	New	+$9.94M	0.03%	419

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

Wealth Enhancement Advisory Services's PSEP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Innovator US Equity Power Buffer ETF September (PSEP) stake by 34% in Q2 2026, selling an estimated $1.52M and leaving 66,100 shares worth $3.06M. The position accounts for 0.01% of the portfolio, ranked #1306.

Wealth Enhancement Advisory Services first reported a position in PSEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.78M in Q3 2023. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

Wealth Enhancement Advisory Services held 66,100 shares of Innovator US Equity Power Buffer ETF September worth $3.06M as of Q2 2026.
Wealth Enhancement Advisory Services sold 33,638 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $1.52M.
Innovator US Equity Power Buffer ETF September made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1306 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 12 quarters since.
Wealth Enhancement Advisory Services's Innovator US Equity Power Buffer ETF September position peaked at $9.78M in Q3 2023.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.