MFG
PSTP icon

MTM Financial Group’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

MTM Financial Group’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
2022
Q3 		– Sell
-13,852
Closed -$336K – 49
2022
Q2 		$336K Hold
13,852
– – 0.29% 39
2022
Q1 		$370K Buy
+13,852
New +$364K 0.39% 36

Other funds holding PSTP

SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

MTM Financial Group's PSTP Position: Q3 2022 in Review

MTM Financial Group sold out of Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q3 2022, closing a stake of 13,852 shares — an estimated $336K sold.

MTM Financial Group first reported a position in PSTP in Q1 2022 and held it in 2 quarters. The position peaked at $370K in Q1 2022. 15 funds tracked by Wall St. Rank hold PSTP as of Q3 2022.

  • MTM Financial Group reported no remaining Innovator Power Buffer Step-Up Strategy ETF position as of Q3 2022 after selling out during the quarter.
  • MTM Financial Group sold 13,852 Innovator Power Buffer Step-Up Strategy ETF shares in Q3 2022, an estimated $336K.
  • MTM Financial Group first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q1 2022 and held it in 2 quarters.
  • MTM Financial Group's Innovator Power Buffer Step-Up Strategy ETF position peaked at $370K in Q1 2022.
  • 15 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q3 2022.

Based on MTM Financial Group's 13F filing for Q3 2022, filed 23 Jun 2026.