World Investment Advisors’s Innovator US Equity Power Buffer ETF September PSEP Stock Holding History

World Investment 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 Q2	–	Sell	-5,298	Closed	-$228K	–	1582
2026 Q1	$228K	Hold	5,298	–	–	﹤0.01%	1423
2025 Q4	$232K	Buy	+5,298	New	+$229K	﹤0.01%	1309
2025 Q1	–	Sell	-5,880	Closed	-$230K	–	1097
2024 Q4	$230K	Buy	+5,880	New	+$229K	0.01%	922
2023 Q4	–	Sell	-11,070	Closed	-$362K	–	399
2023 Q3	$362K	Sell	11,070 -3,338	-23%	-$110K	0.07%	175
2023 Q2	$482K	Sell	14,408 -2,922	-17%	-$91.3K	0.09%	142
2023 Q1	$543K	Sell	17,330 -60,813	-78%	-$1.83M	0.11%	128
2022 Q4	$2.35M	Buy	78,143 +70,013	+861%	+$2.04M	0.54%	39
2022 Q3	$226K	Buy	+8,130	New	+$236K	0.05%	210
2022 Q2	–	Sell	-8,130	Closed	-$244K	–	285
2022 Q1	$244K	Buy	8,130 +180	+2%	+$5.34K	0.05%	226
2021 Q4	$237K	Buy	+7,950	New	+$238K	0.05%	235

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 $103B AUM 28.65% 1-Year Est. Return

World Investment Advisors's PSEP Position: Q2 2026 in Review

World Investment Advisors sold out of Innovator US Equity Power Buffer ETF September (PSEP) in Q2 2026, closing a stake of 5,298 shares — an estimated $228K sold.

World Investment Advisors first reported a position in PSEP in Q4 2021 and held it in 10 quarters. The position peaked at $2.35M in Q4 2022. 219 funds tracked by Wall St. Rank hold PSEP as of Q2 2026.

World Investment Advisors reported no remaining Innovator US Equity Power Buffer ETF September position as of Q2 2026 after selling out during the quarter.
World Investment Advisors sold 5,298 Innovator US Equity Power Buffer ETF September shares in Q2 2026, an estimated $228K.
World Investment Advisors first reported a position in Innovator US Equity Power Buffer ETF September in Q4 2021 and held it in 10 quarters.
World Investment Advisors's Innovator US Equity Power Buffer ETF September position peaked at $2.35M in Q4 2022.
219 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF September as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.