AE Wealth Management’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

AE Wealth Management’s Portfolio PSTP Stock Details PSTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.68M	Buy	154,297 +22,389	+17%	+$810K	0.03%	412
2026 Q1	$4.55M	Buy	131,908 +22,007	+20%	+$777K	0.02%	443
2025 Q4	$3.88M	Buy	109,901 +45,655	+71%	+$1.6M	0.02%	448
2025 Q3	$2.23M	Buy	64,246 +56,349	+714%	+$1.92M	0.01%	538
2025 Q2	$264K	Buy	+7,897	New	+$252K	﹤0.01%	1168

Other funds holding PSTP

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return

AE Wealth Management's PSTP Position: Q2 2026 in Review

AE Wealth Management increased its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 17% in Q2 2026, buying an estimated $810K and bringing the position to 154,297 shares worth $5.68M. The position accounts for 0.03% of the portfolio, ranked #412.

AE Wealth Management first reported a position in PSTP in Q2 2025 and has held it in 5 quarters since. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

AE Wealth Management held 154,297 shares of Innovator Power Buffer Step-Up Strategy ETF worth $5.68M as of Q2 2026.
AE Wealth Management bought 22,389 Innovator Power Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $810K.
Innovator Power Buffer Step-Up Strategy ETF made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #412 holding.
AE Wealth Management first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q2 2025 and has held it in 5 quarters since.
54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.