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Cape Investment Advisory’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Cape Investment Advisory’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 		$338K Hold
9,200
– – 0.09% 168
2026
Q1 		$317K Buy
9,200
+200
+2% +$7.06K 0.11% 169
2025
Q4 		$318K Buy
+9,000
New +$315K 0.1% 158
2025
Q3 		– Sell
-8,102
Closed -$270K – 1101
2025
Q2 		$270K Hold
8,102
– – 0.1% 158
2025
Q1 		$254K Hold
8,102
– – 0.1% 155
2024
Q4 		$260K Hold
8,102
– – 0.1% 150
2024
Q3 		$255K Hold
8,102
– – 0.1% 144
2024
Q2 		$247K Sell
8,102
-402
-5% -$11.9K 0.11% 130
2024
Q1 		$251K Sell
8,504
-3,400
-29% -$98.1K 0.12% 127
2023
Q4 		$336K Buy
11,904
+1,500
+14% +$40.8K 0.16% 96
2023
Q3 		$277K Buy
+10,404
New +$283K 0.16% 102

Other funds holding PSTP

Commonwealth Equity Services
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
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cape Investment Advisory's PSTP Position: Q2 2026 in Review

Cape Investment Advisory held its Innovator Power Buffer Step-Up Strategy ETF (PSTP) position steady in Q2 2026 at 9,200 shares worth $338K. The position accounts for 0.09% of the portfolio, ranked #168.

Cape Investment Advisory first reported a position in PSTP in Q3 2023 and has held it in 11 quarters since. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

  • Cape Investment Advisory held 9,200 shares of Innovator Power Buffer Step-Up Strategy ETF worth $338K as of Q2 2026.
  • Cape Investment Advisory left its Innovator Power Buffer Step-Up Strategy ETF share count unchanged in Q2 2026.
  • Innovator Power Buffer Step-Up Strategy ETF made up 0.09% of Cape Investment Advisory's portfolio in Q2 2026, its #168 holding.
  • Cape Investment Advisory first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q3 2023 and has held it in 11 quarters since.
  • 54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.