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 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

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

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

KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 1-Year Est. Return

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return