Skip to content

PSEP INNOVATOR ETFS TRUST

Follow

US EQTY PWR BUF (fund)

224 managers (224 13F filers) reported a position in PSEP shares at 2026-03-31, 15,133,496 shares in all. 9 filers opened a position and 26 filers sold out during the quarter.

Managers
224
13F filers
224
New
9
Added
22
Reduced
101
Sold out
26
Shares held by filers
15,133,496

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Sunbelt Securities, Inc.2,692$116K0.01%-4013F-HRTimeline
Wagner Wealth Management, LLC1,990$85.7K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…1,837$79.1K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.1,713$73.8K0.04%013F-HRTimeline
Truvestments Capital LLC1,677$72.2K0.01%013F-HRTimeline
Archer Investment Corp1,674$72.1K0.02%013F-HRTimeline
Ashton Thomas Private Wealth, LLC1,639$70.6K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC1,629$70.1K<0.01%013F-HRTimelineGroup
AlphaCore Capital LLC1,500$64.6K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,422$61.2K<0.01%-2113F-HR/ATimelineGroup
Noble Wealth Management PBC640$27.6K0.01%-11013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/623$26.8K<0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO566$24.4K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC545$23.5K<0.01%-92613F-HRTimelineGroup
PFS Partners, LLC500$21.5K0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC400$17.2K<0.01%013F-HRTimeline
Trust Co382$16.4K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…329$14.2K<0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA225$9.69K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC200$8.61K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.125$5K<0.01%013F-HRTimeline
PlanVest Financial, Inc57$2.45K<0.01%13F-HRTimeline
Investors Portfolio Services LLC50$2.15K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28$1.21K<0.01%013F-HRTimeline