WealthShield Partners’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

WealthShield Partners’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	$230K	Hold	4,987	–	–	0.04%	213
2026 Q1	$215K	Buy	4,987 +32	+0.6%	+$1.4K	0.02%	333
2025 Q4	$217K	Hold	4,955	–	–	0.02%	329
2025 Q3	$213K	Hold	4,955	–	–	0.02%	327
2025 Q2	$203K	Hold	4,955	–	–	0.02%	328
2025 Q1	$190K	Buy	4,955 +4,300	+656%	+$169K	0.02%	326
2024 Q4	$25.6K	Sell	655 -4,300	-87%	-$168K	﹤0.01%	409
2024 Q3	$191K	Buy	+4,955	New	+$187K	0.03%	299
2024 Q1	–	Sell	-4,300	Closed	-$149K	–	504
2023 Q4	$149K	Hold	4,300	–	–	0.02%	291
2023 Q3	$139K	Buy	4,300 +2,600	+153%	+$85.6K	0.02%	313
2023 Q2	$55.6K	Hold	1,700	–	–	0.01%	375
2023 Q1	$52.2K	Buy	+1,700	New	+$51.2K	0.01%	373

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

WealthShield Partners's PSEP Position: Q2 2026 in Review

WealthShield Partners held its Innovator US Equity Power Buffer ETF September (PSEP) position steady in Q2 2026 at 4,987 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #213.

WealthShield Partners first reported a position in PSEP in Q1 2023 and has held it in 12 quarters since. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

WealthShield Partners held 4,987 shares of Innovator US Equity Power Buffer ETF September worth $230K as of Q2 2026.
WealthShield Partners left its Innovator US Equity Power Buffer ETF September share count unchanged in Q2 2026.
Innovator US Equity Power Buffer ETF September made up 0.04% of WealthShield Partners's portfolio in Q2 2026, its #213 holding.
WealthShield Partners first reported a position in Innovator US Equity Power Buffer ETF September in Q1 2023 and has held it in 12 quarters since.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.