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COFG Advisors’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

COFG Advisors’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
Q1 		$310K Buy
9,006
+95
+1% +$3.35K 0.08% 165
2025
Q4 		$315K Buy
+8,911
New +$312K 0.08% 161

Other funds holding PSTP

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
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

COFG Advisors's PSTP Position: Q1 2026 in Review

COFG Advisors increased its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 1.1% in Q1 2026, buying an estimated $3.35K and bringing the position to 9,006 shares worth $310K. The position accounts for 0.08% of the portfolio, ranked #165.

COFG Advisors first reported a position in PSTP in Q4 2025 and has held it in 2 quarters since. The position peaked at $315K in Q4 2025. 48 funds tracked by Wall St. Rank hold PSTP as of Q1 2026.

  • COFG Advisors held 9,006 shares of Innovator Power Buffer Step-Up Strategy ETF worth $310K as of Q1 2026.
  • COFG Advisors bought 95 Innovator Power Buffer Step-Up Strategy ETF shares in Q1 2026, an estimated $3.35K.
  • Innovator Power Buffer Step-Up Strategy ETF made up 0.08% of COFG Advisors's portfolio in Q1 2026, its #165 holding.
  • COFG Advisors first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • COFG Advisors's Innovator Power Buffer Step-Up Strategy ETF position peaked at $315K in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q1 2026.

Based on COFG Advisors's 13F filing for Q1 2026, filed 11 May 2026.