Integrated Wealth Management (Ohio)’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Integrated Wealth Management (Ohio)’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 Q3	$342K	Buy	+9,143	New	+$340K	0.34%	69

Other funds holding PSTP

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s PSTP Position: Q3 2026 in Review

Integrated Wealth Management (Ohio) opened a new position in Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q3 2026: 9,143 shares worth $342K. The stake represents 0.34% of the portfolio and ranks #69 among its holdings.

11 funds tracked by Wall St. Rank hold PSTP as of Q3 2026.

Integrated Wealth Management (Ohio) held 9,143 shares of Innovator Power Buffer Step-Up Strategy ETF worth $342K as of Q3 2026.
Innovator Power Buffer Step-Up Strategy ETF was a new Integrated Wealth Management (Ohio) position in Q3 2026.
Innovator Power Buffer Step-Up Strategy ETF made up 0.34% of Integrated Wealth Management (Ohio)'s portfolio in Q3 2026, its #69 holding.
11 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q3 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q3 2026, filed 19 Oct 2026.