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Money Concepts Capital’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-1,415
Closed -$35.1K – 2276
2022
Q4 		$35.1K Buy
+1,415
New +$34.9K ﹤0.01% 1388
2022
Q2 		– Sell
-1,370
Closed -$37K – 2334
2022
Q1 		$37K Buy
+1,370
New +$36K ﹤0.01% 1347

Other funds holding PSTP

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Money Concepts Capital's PSTP Position: Q1 2023 in Review

Money Concepts Capital sold out of Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q1 2023, closing a stake of 1,415 shares — an estimated $35.1K sold.

Money Concepts Capital first reported a position in PSTP in Q1 2022 and held it in 2 quarters. The position peaked at $37K in Q1 2022. 22 funds tracked by Wall St. Rank hold PSTP as of Q1 2023.

  • Money Concepts Capital reported no remaining Innovator Power Buffer Step-Up Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,415 Innovator Power Buffer Step-Up Strategy ETF shares in Q1 2023, an estimated $35.1K.
  • Money Concepts Capital first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Innovator Power Buffer Step-Up Strategy ETF position peaked at $37K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.