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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
Q2 		$354K Buy
9,611
+605
+7% +$21.9K 0.06% 225
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 $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 22.9% 1-Year Est. Return

COFG Advisors's PSTP Position: Q2 2026 in Review

COFG Advisors increased its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 6.7% in Q2 2026, buying an estimated $21.9K and bringing the position to 9,611 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #225.

COFG Advisors first reported a position in PSTP in Q4 2025 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

  • COFG Advisors held 9,611 shares of Innovator Power Buffer Step-Up Strategy ETF worth $354K as of Q2 2026.
  • COFG Advisors bought 605 Innovator Power Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $21.9K.
  • Innovator Power Buffer Step-Up Strategy ETF made up 0.06% of COFG Advisors's portfolio in Q2 2026, its #225 holding.
  • COFG Advisors first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on COFG Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.