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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

190 hedge funds and large institutions have $537M invested in Innovator US Equity Power Buffer ETF September in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-18
Holders Change %
-8.65%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
10
Increased
27
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$25.2M
4
PCM
4
Penserra Capital Management
California
$47.6M
5
SAG
5
SageView Advisory Group
California
$2.61M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.08M
2
AF
2
Allworth Financial
California
$470K
3
BCM
3
Brookstone Capital Management
Illinois
$5.72M
4
Raymond James Financial
4
Raymond James Financial
Florida
$13.1M
5
JGCM
5
Joseph Group Capital Management
Ohio
$94.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
101
Summit Wealth Partners
Florida
$562K +$499 +13 +0.1%
TSW
102
Three Seasons Wealth
Utah
$551K – – –
WTFG
103
Wood Tarver Financial Group
Idaho
$543K +$33.6K +875 +7%
CA
104
Cannon Advisors
North Carolina
$537K -$23.3K -607 -4%
TF
105
Trek Financial
Arizona
$531K -$231K -6,017 -30%
UBS Group
106
UBS Group
Switzerland
$520K +$513K +13,362 +7,954%
USCWA
107
U.S. Capital Wealth Advisors
Texas
$512K +$11.5K +300 +2%
NCM
108
NCM Capital Management
New Jersey
$498K – – –
MMA
109
Miracle Mile Advisors
California
$478K +$7.8K +203 +2%
CCM
110
Coldstream Capital Management
Washington
$475K -$99.9K -2,601 -17%
AF
111
Allworth Financial
California
$470K -$34.3M -902,501 -99%
MHS
112
M Holdings Securities
Oregon
$467K – – –
TFS
113
Thoroughbred Financial Services
Tennessee
$455K – – –
SVWAG
114
Sound View Wealth Advisors Group
Georgia
$430K – – –
SB
115
Strategic Blueprint
Georgia
$427K -$92.6K -2,411 -18%
CA
116
Calton & Associates
Florida
$422K +$422K +10,992 New
Cerity Partners
117
Cerity Partners
New York
$410K – – –
BEI
118
Benjamin Edwards Inc
Missouri
$402K -$77 -2 -0%
SPIA
119
Steward Partners Investment Advisory
New York
$402K – – –
CPCM
120
Cardinal Point Capital Management
Ontario, Canada
$391K – – –
CG
121
Caprock Group
Idaho
$364K – – –
OCM
122
Orion Capital Management
California
$363K – – –
AWM
123
Axxcess Wealth Management
California
$361K +$361K +9,392 New
GCP
124
Gill Capital Partners
Colorado
$352K -$7.68K -200 -2%
MCM
125
Mitchell Capital Management
Kansas
$350K – – –
3 4
5
6 7