AWS
PSTP icon

Atria Wealth Solutions’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$327K Sell
9,788
-41,381
-81% -$1.32M 0.01% 1112
2025
Q1 		$1.61M Sell
51,169
-1,465
-3% -$47.1K 0.02% 715
2024
Q4 		$1.69M Buy
52,634
+9,743
+23% +$311K 0.02% 704
2024
Q3 		$1.35M Buy
42,891
+819
+2% +$25.2K 0.01% 802
2024
Q2 		$1.28M Buy
42,072
+34,327
+443% +$1.02M 0.01% 788
2024
Q1 		$229K Buy
7,745
+560
+8% +$16.1K ﹤0.01% 1737
2023
Q4 		$203K Buy
+7,185
New +$196K ﹤0.01% 1773

Other funds holding PSTP

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
HighTower Advisors
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
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $615M AUM 25.07% 1-Year Est. Return

Atria Wealth Solutions's PSTP Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 81% in Q2 2025, selling an estimated $1.32M and leaving 9,788 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #1112.

Atria Wealth Solutions first reported a position in PSTP in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.69M in Q4 2024. 38 funds tracked by Wall St. Rank hold PSTP as of Q2 2025.

  • Atria Wealth Solutions held 9,788 shares of Innovator Power Buffer Step-Up Strategy ETF worth $327K as of Q2 2025.
  • Atria Wealth Solutions sold 41,381 Innovator Power Buffer Step-Up Strategy ETF shares in Q2 2025, an estimated $1.32M.
  • Innovator Power Buffer Step-Up Strategy ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1112 holding.
  • Atria Wealth Solutions first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q4 2023 and has held it in 7 quarters since.
  • Atria Wealth Solutions's Innovator Power Buffer Step-Up Strategy ETF position peaked at $1.69M in Q4 2024.
  • 38 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.