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

Modera 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	$479K	Hold	13,020	–	–	0.01%	466
2026 Q1	$449K	Hold	13,020	–	–	0.01%	450
2025 Q4	$460K	Hold	13,020	–	–	0.01%	468
2025 Q3	$453K	Hold	13,020	–	–	0.01%	476
2025 Q2	$435K	Hold	13,020	–	–	0.01%	471
2025 Q1	$409K	Hold	13,020	–	–	0.01%	461
2024 Q4	$417K	Hold	13,020	–	–	0.01%	467
2024 Q3	$411K	Sell	13,020 -822	-6%	-$25.3K	0.01%	442
2024 Q2	$422K	Hold	13,842	–	–	0.01%	418
2024 Q1	$408K	Hold	13,842	–	–	0.01%	423
2023 Q4	$390K	Hold	13,842	–	–	0.01%	419
2023 Q3	$369K	Hold	13,842	–	–	0.01%	411
2023 Q2	$378K	Buy	+13,842	New	+$365K	0.01%	427

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

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

Modera Wealth Management held its Innovator Power Buffer Step-Up Strategy ETF (PSTP) position steady in Q2 2026 at 13,020 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #466.

Modera Wealth Management first reported a position in PSTP in Q2 2023 and has held it in 13 quarters since. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

Modera Wealth Management held 13,020 shares of Innovator Power Buffer Step-Up Strategy ETF worth $479K as of Q2 2026.
Modera Wealth Management left its Innovator Power Buffer Step-Up Strategy ETF share count unchanged in Q2 2026.
Innovator Power Buffer Step-Up Strategy ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #466 holding.
Modera Wealth Management first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q2 2023 and has held it in 13 quarters since.
54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.