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Cetera Advisor Networks’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$645K Buy
21,870
+949
+5% +$27.4K ﹤0.01% 1760
2023
Q4 		$590K Buy
+20,921
New +$570K ﹤0.01% 1740

Other funds holding PSTP

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $615M AUM 25.07% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cetera Advisor Networks's PSTP Position: Q1 2024 in Review

Cetera Advisor Networks increased its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 4.5% in Q1 2024, buying an estimated $27.4K and bringing the position to 21,870 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Cetera Advisor Networks first reported a position in PSTP in Q4 2023 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold PSTP as of Q1 2024.

  • Cetera Advisor Networks held 21,870 shares of Innovator Power Buffer Step-Up Strategy ETF worth $645K as of Q1 2024.
  • Cetera Advisor Networks bought 949 Innovator Power Buffer Step-Up Strategy ETF shares in Q1 2024, an estimated $27.4K.
  • Innovator Power Buffer Step-Up Strategy ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1760 holding.
  • Cetera Advisor Networks first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q4 2023 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.