Public ownership evidence

Innovator U.S. Equity Power Buffer ETF - September (PSEP) Ownership Disclosures

Read PSEP insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Innovator U.S. Equity Power Buffer ETF - September: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
13,544
Value (USD)
$520,226
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PSEP fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PSEP fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-2913,544$520,226None
Bernard Wealth Management Corp.2026-06-302026-08-223,984$183,464None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-214,796$220,856None
Archer Investment Corp2026-06-302026-08-201,674$77,088None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2034,116$1,571,042None
Beacon Pointe Advisors, LLC2026-06-302026-08-19192,560$8,867,371None
Orion Capital Management LLC2026-06-302026-08-198,415$387,511None
FSA Advisors, Inc.2026-06-302026-08-1825,091$1,155,441None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-1816,776$773,000None
Investors Portfolio Services LLC2026-06-302026-08-1550$2,303None
AMERIFLEX GROUP, INC.2026-06-302026-08-151,713$78,884None
Vantage Point Financial LLC2026-06-302026-08-156,019$277,175None
COFG Advisors, LLC2026-06-302026-08-1543,561$2,005,984None
NCM Capital Management, LLC2026-06-302026-08-1512,954$596,532None
Bellwether Advisors, LLC2026-06-302026-08-15126,367$5,819,200None
Frisch Financial Group, Inc.2026-06-302026-08-1546,065$2,121,293None
Foundations Investment Advisors, LLC2026-06-302026-08-1524,076$1,108,700None
OSAIC HOLDINGS, INC.2026-06-302026-08-1568,859$3,170,957None
OSAIC HOLDINGS, INC.2026-06-302026-08-152,300$105,915None
OSAIC HOLDINGS, INC.2026-06-302026-08-15441,002$20,308,055None
JANE STREET GROUP, LLC2026-06-302026-08-1517,312$797,218None
HRT FINANCIAL LP2026-06-302026-08-1529,954$1,379,000None
OLD MISSION CAPITAL LLC2026-06-302026-08-15104,468$4,810,751None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1543,625$2,008,931None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1538,494$1,772,649None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15817$37,623None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15836$38,498None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,392$110,152None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1516,415$755,911None
Michels Family Financial, LLC2026-06-302026-08-1542,438$1,954,270None
BECK CAPITAL MANAGEMENT, LLC2026-06-302026-08-1550,970$2,347,169None
MAI Capital Management2026-06-302026-08-1586,820$3,998,046None
Cerity Partners LLC2026-06-302026-08-1517,887$823,696None
Cresset Asset Management, LLC2026-06-302026-08-15337,840$15,557,526None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-159,478$436,462None
ROYAL BANK OF CANADA2026-06-302026-08-15280$13,000None
ALLIANCEBERNSTEIN L.P.2026-06-302026-08-153,166,584$136,353,107None
CITADEL ADVISORS LLC2026-06-302026-08-1568,136$3,137,663None
IHT Wealth Management, LLC2026-06-302026-08-1511,501$529,621None
COLDSTREAM CAPITAL MANAGEMENT INC2026-06-302026-08-158,826$406,438None
FIRST MANHATTAN CO. LLC.2026-06-302026-08-157,337$337,869None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15244,812$11,273,593None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1524,065$1,108,193None
Wood Tarver Financial Group, LLC2026-06-302026-08-1415,102$695,000None
Pine Harbor Wealth Management, LLC2026-06-302026-08-145,834$268,656None
FSA Advisors, Inc.2026-06-302026-08-1425,091$1,155,441None
Visionary Wealth Advisors2026-06-302026-08-1440,866$1,881,880None
Capital Square, LLC2026-06-302026-08-144,756$220,107None
CreativeOne Wealth, LLC2026-06-302026-08-1421,404$985,654None
Rockefeller Capital Management L.P.2026-06-302026-08-1427,512$1,266,928None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Bernard Wealth Management Corp. ↗GILL CAPITAL PARTNERS, LLC ↗Archer Investment Corp ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗FSA Advisors, Inc. ↗CENTAURUS FINANCIAL, INC. ↗Investors Portfolio Services LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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