Beacon Financial Strategies CORP KSEP β€” INNOVATOR ETFS TRUST

Ownership history in Beacon Financial Strategies CORP  Β·  1 quarter on record

AI Ownership Summary

Beacon Financial Strategies CORP reported INNOVATOR ETFS TRUST (KSEP) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. The latest visible filing shows KSEP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KSEP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Beacon Financial Strategies CORP's position in INNOVATOR ETFS TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KSEP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Beacon Financial Strategies CORP held KSEP β€” position size vs. price
% of Fund (quarterly)    KSEP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 61 β€” β€” 0.00% $2K 2026-07-08 $30.79

🏒 Other funds also holding KSEP

As of 2026 Q2 β€” sorted by position size

FIDUCIARY FINANCIAL GROUP, LLC 0.06% Noble Wealth Management PBC 0.04%

FAQ About Beacon Financial Strategies CORP and KSEP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Beacon Financial Strategies CORP reported owning KSEP?

Beacon Financial Strategies CORP reported KSEP across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported KSEP position in Beacon Financial Strategies CORP's portfolio?

The largest reported portfolio weight for KSEP was 0.00% in 2026 Q2.

What is the latest reported KSEP position on this page?

The most recent filing on this page is 2026 Q2, when Beacon Financial Strategies CORP reported 61 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this KSEP ownership page compare?

The chart compares Beacon Financial Strategies CORP's quarterly KSEP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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