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

Top Sellers

1
AWM
AE Wealth Management
Kansas
$2.08M
2
AF
Allworth Financial
California
$470K
3
BCM
Brookstone Capital Management
Illinois
$5.72M
4
Raymond James Financial
Raymond James Financial
Florida
$13.1M
5
JGCM
Joseph Group Capital Management
Ohio
$94.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
176
Stonebridge Financial Group
Pennsylvania
$64.8K -$10.3K -268 -14%
TC
177
Truvestments Capital
Florida
$63.6K +$63.6K +1,657 New
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$63K – – –
AC
179
AlphaCore Capital
California
$57.6K +$57.6K +1,500 New
EWA
180
EverSource Wealth Advisors
Alabama
$38.7K – – –
LWMI
181
Legacy Wealth Management (Idaho)
Idaho
$34K +$34K +885 New
IF
182
Integrity Financial
Wyoming
$24.8K – – –
BBHC
183
Brown Brothers Harriman & Co
New York
$21.7K – – –
TCA
184
Trifecta Capital Advisors
Illinois
$15.4K +$15.4K +400 New
TC
185
Trust Company
Kansas
$14.7K – – –
HBW
186
Hazlett, Burt & Watson
West Virginia
$9K – – –
Bessemer Group
187
Bessemer Group
New Jersey
$4K +$4K +100 New
OSAM
188
O'Shaughnessy Asset Management
Connecticut
$2.38K – – –
NMG
189
New Millennium Group
Utah
$1.11K -$5.46K -142 -83%
TFGT
190
TS Financial Group (TSFG)
Illinois
$1K – – –
FWM
191
FSR Wealth Management
Illinois
– -$4.36M -111,675 Closed
SW
192
SMART Wealth
Nebraska
– -$2M -51,264 Closed
TPW
193
Talon Private Wealth
Florida
– -$1.65M -42,126 Closed
PFP
194
Pinnacle Financial Partners
Tennessee
– -$1.56M -40,004 Closed
FI
195
FWG Investments
Kentucky
– -$1.29M -32,914 Closed
KFGG
196
Keystone Financial Group (Georgia)
Georgia
– -$850K -21,740 Closed
CAG
197
Csenge Advisory Group
Florida
– -$726K -18,585 Closed
HF
198
HRT Financial
New York
– -$478K -12,247 Closed
LRWM
199
Lord & Richards Wealth Management
Colorado
– -$464K -11,879 Closed
TSS
200
Two Sigma Securities
New York
– -$415K -10,612 Closed
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