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 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	$9.67M	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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

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

Brown Wealth Management reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 12% in Q2 2026, selling an estimated $1.34M and leaving 275,784 shares worth $10.1M. The position accounts for 2.27% of the portfolio, ranked #10.

Brown Wealth Management first reported a position in PSTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.8M in Q1 2026. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

Brown Wealth Management held 275,784 shares of Innovator Power Buffer Step-Up Strategy ETF worth $10.1M as of Q2 2026.
Brown Wealth Management sold 36,920 Innovator Power Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $1.34M.
Innovator Power Buffer Step-Up Strategy ETF made up 2.27% of Brown Wealth Management's portfolio in Q2 2026, its #10 holding.
Brown Wealth Management first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Brown Wealth Management's Innovator Power Buffer Step-Up Strategy ETF position peaked at $10.8M in Q1 2026.
54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.