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

Evolution 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 Q2	$1.53M	Sell	41,530 -1,862	-4%	-$67.4K	0.9%	25
2026 Q1	$1.5M	Buy	43,392 +1,091	+3%	+$38.5K	1.09%	21
2025 Q4	$1.5M	Sell	42,301 -27,676	-40%	-$968K	1.24%	19
2025 Q3	$2.43M	Buy	69,977 +33,315	+91%	+$1.14M	2.5%	6
2025 Q2	$1.22M	Buy	+36,662	New	+$1.17M	1.51%	10

Other funds holding PSTP

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 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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Evolution Wealth Management's PSTP Position: Q2 2026 in Review

Evolution Wealth Management reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 4.3% in Q2 2026, selling an estimated $67.4K and leaving 41,530 shares worth $1.53M. The position accounts for 0.9% of the portfolio, ranked #25.

Evolution Wealth Management first reported a position in PSTP in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.43M in Q3 2025. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

Evolution Wealth Management held 41,530 shares of Innovator Power Buffer Step-Up Strategy ETF worth $1.53M as of Q2 2026.
Evolution Wealth Management sold 1,862 Innovator Power Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $67.4K.
Innovator Power Buffer Step-Up Strategy ETF made up 0.9% of Evolution Wealth Management's portfolio in Q2 2026, its #25 holding.
Evolution Wealth Management first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q2 2025 and has held it in 5 quarters since.
Evolution Wealth Management's Innovator Power Buffer Step-Up Strategy ETF position peaked at $2.43M in Q3 2025.
54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.