MWM
PSTP icon

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

Mosley 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 		$799K Buy
21,720
+19,716
+984% +$713K 0.25% 69
2026
Q1 		$69.7K Buy
+2,004
New +$70.7K 0.03% 190

Other funds holding PSTP

Commonwealth Equity Services
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Mosley Wealth Management increased its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 984% in Q2 2026, buying an estimated $713K and bringing the position to 21,720 shares worth $799K. The position accounts for 0.25% of the portfolio, ranked #69.

Mosley Wealth Management first reported a position in PSTP in Q1 2026 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

  • Mosley Wealth Management held 21,720 shares of Innovator Power Buffer Step-Up Strategy ETF worth $799K as of Q2 2026.
  • Mosley Wealth Management bought 19,716 Innovator Power Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $713K.
  • Innovator Power Buffer Step-Up Strategy ETF made up 0.25% of Mosley Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Mosley Wealth Management first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.