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PSEP INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

219 managers (219 13F filers) reported a position in PSEP shares at 2026-06-30, 14,657,580 shares in all. 14 filers opened a position and 15 filers sold out during the quarter.

Managers
219
13F filers
219
New
14
Added
23
Reduced
98
Sold out
15
Shares held by filers
14,657,580

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Truvestments Capital LLC1,651$76K0.01%-2613F-HRTimeline
Ashton Thomas Private Wealth, LLC1,639$75.5K<0.01%013F-HRTimeline
AlphaCore Capital LLC1,500$69.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,321$60.8K<0.01%-10113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/623$28.7K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO566$26.1K<0.01%013F-HRTimelineGroup
PFS Partners, LLC500$23K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO500$23K<0.01%-3,86813F-HRTimelineGroup
Noble Wealth Management PBC460$21.2K0.01%-18013F-HRTimeline
Trifecta Capital Advisors, LLC400$18.4K<0.01%013F-HRTimeline
Trust Co382$17.6K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA280$13K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…239$11K<0.01%new13F-HRTimelineGroup
Integrity Financial Corp /WA225$10.4K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC200$9.21K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.125$6K<0.01%013F-HRTimeline
PlanVest Financial, Inc57$2.62K<0.01%013F-HRTimeline
Investors Portfolio Services LLC50$2.3K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28$1.29K<0.01%013F-HRTimeline