West Michigan Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

West Michigan Advisors’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 Q1	–	Sell	-13,853	Closed	-$606K	–	321
2025 Q4	$606K	Sell	13,853 -195,826	-93%	-$8.46M	0.14%	146
2025 Q3	$9.01M	Buy	+209,679	New	+$8.79M	2.16%	6
2024 Q4	–	Sell	-212,930	Closed	-$8.2M	–	235
2024 Q3	$8.2M	Buy	+212,930	New	+$8.04M	2.48%	5
2022 Q4	–	Sell	-10,472	Closed	-$292K	–	127
2022 Q3	$292K	Buy	+10,472	New	+$304K	0.25%	75

Other funds holding PSEP

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

West Michigan Advisors's PSEP Position: Q1 2026 in Review

West Michigan Advisors sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q1 2026, closing a stake of 13,853 shares — an estimated $606K sold.

West Michigan Advisors first reported a position in PSEP in Q3 2022 and held it in 4 quarters. The position peaked at $9.01M in Q3 2025. 220 funds tracked by Wall St. Rank hold PSEP as of Q1 2026.

West Michigan Advisors reported no remaining Innovator US Equity Power Buffer ETF September position as of Q1 2026 after selling out during the quarter.
West Michigan Advisors sold 13,853 Innovator US Equity Power Buffer ETF September shares in Q1 2026, an estimated $606K.
West Michigan Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q3 2022 and held it in 4 quarters.
West Michigan Advisors's Innovator US Equity Power Buffer ETF September position peaked at $9.01M in Q3 2025.
220 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q1 2026.

Based on West Michigan Advisors's 13F filing for Q1 2026, filed 5 May 2026.