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 Q3	$788K	Sell	20,913 -807	-4%	-$30K	0.23%	81
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 Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BWM

Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

WealthGarden F.S. El Segundo, California $178M AUM 14.97% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Mosley Wealth Management's PSTP Position: Q3 2026 in Review

Mosley Wealth Management reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 3.7% in Q3 2026, selling an estimated $30K and leaving 20,913 shares worth $788K. The position accounts for 0.23% of the portfolio, ranked #81.

Mosley Wealth Management first reported a position in PSTP in Q1 2026 and has held it in 3 quarters since. The position peaked at $799K in Q2 2026. 40 funds tracked by Wall St. Rank hold PSTP as of Q3 2026.

Mosley Wealth Management held 20,913 shares of Innovator Power Buffer Step-Up Strategy ETF worth $788K as of Q3 2026.
Mosley Wealth Management sold 807 Innovator Power Buffer Step-Up Strategy ETF shares in Q3 2026, an estimated $30K.
Innovator Power Buffer Step-Up Strategy ETF made up 0.23% of Mosley Wealth Management's portfolio in Q3 2026, its #81 holding.
Mosley Wealth Management first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q1 2026 and has held it in 3 quarters since.
Mosley Wealth Management's Innovator Power Buffer Step-Up Strategy ETF position peaked at $799K in Q2 2026.
40 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.