Krilogy Financial’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Krilogy Financial’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	$3.74M	Sell	104,528 -7,633	-7%	-$269K	0.12%	143
2025 Q4	$4M	Sell	112,161 -16,140	-13%	-$565K	0.14%	125
2025 Q3	$4.48M	Sell	128,301 -5,427	-4%	-$185K	0.17%	100
2025 Q2	$4.46M	Sell	133,728 -8,600	-6%	-$274K	0.26%	83
2025 Q1	$4.47M	Sell	142,328 -14,545	-9%	-$468K	0.29%	72
2024 Q4	$5.02M	Sell	156,873 -17,652	-10%	-$564K	0.34%	62
2024 Q3	$5.5M	Sell	174,525 -10,900	-6%	-$336K	0.38%	56
2024 Q2	$5.65M	Sell	185,425 -20,725	-10%	-$615K	0.42%	54
2024 Q1	$6.08M	Sell	206,150 -34,950	-14%	-$1.01M	0.47%	50
2023 Q4	$6.8M	Buy	241,100 +27,770	+13%	+$756K	0.58%	43
2023 Q3	$5.69M	Buy	213,330 +5,955	+3%	+$162K	0.52%	44
2023 Q2	$5.66M	Buy	207,375 +32,745	+19%	+$864K	0.51%	47
2023 Q1	$4.54M	Sell	174,630 -5,455	-3%	-$139K	0.38%	56
2022 Q4	$4.47M	Buy	180,085 +25,195	+16%	+$621K	0.43%	45
2022 Q3	$3.65M	Buy	+154,890	New	+$3.85M	0.44%	35

Other funds holding PSTP

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $389M AUM 14.16% 1-Year Est. Return

KWM

KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

Krilogy Financial's PSTP Position: Q1 2026 in Review

Krilogy Financial reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 6.8% in Q1 2026, selling an estimated $269K and leaving 104,528 shares worth $3.74M. The position accounts for 0.12% of the portfolio, ranked #143.

Krilogy Financial first reported a position in PSTP in Q3 2022 and has held it in 15 quarters since. The position peaked at $6.8M in Q4 2023. 48 funds tracked by Wall St. Rank hold PSTP as of Q1 2026.

Krilogy Financial held 104,528 shares of Innovator Power Buffer Step-Up Strategy ETF worth $3.74M as of Q1 2026.
Krilogy Financial sold 7,633 Innovator Power Buffer Step-Up Strategy ETF shares in Q1 2026, an estimated $269K.
Innovator Power Buffer Step-Up Strategy ETF made up 0.12% of Krilogy Financial's portfolio in Q1 2026, its #143 holding.
Krilogy Financial first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q3 2022 and has held it in 15 quarters since.
Krilogy Financial's Innovator Power Buffer Step-Up Strategy ETF position peaked at $6.8M in Q4 2023.
48 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.