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

Brown 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 Q3	$10.3M	Sell	274,060 -1,724	-0.6%	-$64.1K	2.25%	11
2026 Q2	$10.1M	Sell	275,784 -36,920	-12%	-$1.34M	2.27%	10
2026 Q1	$10.8M	Buy	312,704 +21,738	+7%	+$767K	2.77%	8
2025 Q4	$10.3M	Buy	290,966 +13,028	+5%	+$456K	2.71%	8
2025 Q3	$9.7M	Buy	277,938 +52,028	+23%	+$1.77M	2.71%	9
2025 Q2	$7.54M	Buy	225,910 +43,868	+24%	+$1.4M	2.34%	11
2025 Q1	$5.72M	Buy	182,042 +7,598	+4%	+$244K	1.97%	12
2024 Q4	$5.59M	Buy	+174,444	New	+$5.57M	1.98%	13

Other funds holding PSTP

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

IWMO

Integrated Wealth Management (Ohio) Uniontown, Ohio $102M AUM 14.25% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Brown Wealth Management's PSTP Position: Q3 2026 in Review

Brown Wealth Management reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 0.63% in Q3 2026, selling an estimated $64.1K and leaving 274,060 shares worth $10.3M. The position accounts for 2.25% of the portfolio, ranked #11.

Brown Wealth Management first reported a position in PSTP in Q4 2024 and has held it in 8 quarters since. The position peaked at $10.8M in Q1 2026. 12 funds tracked by Wall St. Rank hold PSTP as of Q3 2026.

Brown Wealth Management held 274,060 shares of Innovator Power Buffer Step-Up Strategy ETF worth $10.3M as of Q3 2026.
Brown Wealth Management sold 1,724 Innovator Power Buffer Step-Up Strategy ETF shares in Q3 2026, an estimated $64.1K.
Innovator Power Buffer Step-Up Strategy ETF made up 2.25% of Brown Wealth Management's portfolio in Q3 2026, its #11 holding.
Brown Wealth Management first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 8 quarters since.
Brown Wealth Management's Innovator Power Buffer Step-Up Strategy ETF position peaked at $10.8M in Q1 2026.
12 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.