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Diversify Wealth Management’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Diversify Wealth Management’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 		– Sell
-6,614
Closed -$235K – 1186
2025
Q4 		$235K Sell
6,614
-69
-1% -$2.41K 0.01% 568
2025
Q3 		$234K Sell
6,683
-109
-2% -$3.72K 0.01% 494
2025
Q2 		$232K Sell
6,792
-86
-1% -$2.74K 0.01% 494
2025
Q1 		$215K Sell
6,878
-988
-13% -$31.8K 0.02% 484
2024
Q4 		$251K Hold
7,866
– – 0.02% 455
2024
Q3 		$249K Buy
+7,866
New +$242K 0.02% 428

Other funds holding PSTP

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Diversify Wealth Management's PSTP Position: Q1 2026 in Review

Diversify Wealth Management sold out of Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q1 2026, closing a stake of 6,614 shares — an estimated $235K sold.

Diversify Wealth Management first reported a position in PSTP in Q3 2024 and held it in 6 quarters. The position peaked at $251K in Q4 2024. 49 funds tracked by Wall St. Rank hold PSTP as of Q1 2026.

  • Diversify Wealth Management reported no remaining Innovator Power Buffer Step-Up Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 6,614 Innovator Power Buffer Step-Up Strategy ETF shares in Q1 2026, an estimated $235K.
  • Diversify Wealth Management first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q3 2024 and held it in 6 quarters.
  • Diversify Wealth Management's Innovator Power Buffer Step-Up Strategy ETF position peaked at $251K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.