PSEP — INNOVATOR ETFS TRUST

Ownership history in BFI Wealth Solutions, LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which BFI Wealth Solutions, LLC reported a position in INNOVATOR ETFS TRUST (PSEP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.17% (2025 Q4)
Avg. % of fund
1.17%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 28,014 — — 1.17% $1.2M $43.72
% of Fund (quarterly)    PSEP price (monthly, adj. close)

Other funds also holding PSEP

As of 2025 Q4 — sorted by position size

Stuart Chaussee & Associates, Inc. 3Y 7Y 5.51% YARGER WEALTH STRATEGIES, LLC 3Y 2.0% Chris Bulman Inc 1.44% Michels Family Financial, LLC 1.4% CORRADO ADVISORS, LLC 3Y 7Y 1.3% Camelot Portfolios, LLC 3Y 7Y 1.05% Pinnacle Wealth Management Group, Inc. 3Y 0.94% Bellwether Advisors, LLC 3Y 0.89% Frisch Financial Group, Inc. 3Y 7Y 0.84% FSA Advisors, Inc. 0.81%
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