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Arkadios Wealth Advisors’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Arkadios Wealth Advisors’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
2023
Q4 		– Sell
-8,130
Closed -$217K – 755
2023
Q3 		$217K Sell
8,130
-600
-7% -$16.3K 0.02% 596
2023
Q2 		$238K Sell
8,730
-600
-6% -$15.8K 0.03% 510
2023
Q1 		$242K Buy
+9,330
New +$238K 0.03% 502
2022
Q2 		– Sell
-8,100
Closed -$216K – 592
2022
Q1 		$216K Buy
+8,100
New +$213K 0.03% 517

Other funds holding PSTP

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Arkadios Wealth Advisors's PSTP Position: Q4 2023 in Review

Arkadios Wealth Advisors sold out of Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q4 2023, closing a stake of 8,130 shares — an estimated $217K sold.

Arkadios Wealth Advisors first reported a position in PSTP in Q1 2022 and held it in 4 quarters. The position peaked at $242K in Q1 2023. 27 funds tracked by Wall St. Rank hold PSTP as of Q4 2023.

  • Arkadios Wealth Advisors reported no remaining Innovator Power Buffer Step-Up Strategy ETF position as of Q4 2023 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 8,130 Innovator Power Buffer Step-Up Strategy ETF shares in Q4 2023, an estimated $217K.
  • Arkadios Wealth Advisors first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q1 2022 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Innovator Power Buffer Step-Up Strategy ETF position peaked at $242K in Q1 2023.
  • 27 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q4 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.