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Chris Bulman’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Chris Bulman’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
Q3 		– Sell
-3,496
Closed -$107K – 318
2024
Q2 		$107K Buy
+3,496
New +$104K 0.07% 133

Other funds holding PSTP

KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Chris Bulman's PSTP Position: Q3 2024 in Review

Chris Bulman sold out of Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q3 2024, closing a stake of 3,496 shares — an estimated $107K sold.

Chris Bulman first reported a position in PSTP in Q2 2024 and held it in 1 quarter. The position peaked at $107K in Q2 2024. 29 funds tracked by Wall St. Rank hold PSTP as of Q3 2024.

  • Chris Bulman reported no remaining Innovator Power Buffer Step-Up Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • Chris Bulman sold 3,496 Innovator Power Buffer Step-Up Strategy ETF shares in Q3 2024, an estimated $107K.
  • Chris Bulman first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q2 2024 and held it in 1 quarter.
  • Chris Bulman's Innovator Power Buffer Step-Up Strategy ETF position peaked at $107K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q3 2024.

Based on Chris Bulman's 13F filing for Q3 2024, filed 22 Oct 2024.