Occidental Asset Management’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Occidental Asset 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	$387K	Buy	10,525 +25	+0.2%	+$904	0.04%	215
2026 Q1	$362K	Hold	10,500	–	–	0.04%	197
2025 Q4	$371K	Buy	10,500 +3,750	+56%	+$131K	0.04%	184
2025 Q3	$235K	Hold	6,750	–	–	0.03%	242
2025 Q2	$225K	Hold	6,750	–	–	0.03%	237
2025 Q1	$212K	Hold	6,750	–	–	0.03%	233
2024 Q4	$216K	Hold	6,750	–	–	0.03%	198
2024 Q3	$213K	Buy	+6,750	New	+$208K	0.03%	202

Other funds holding PSTP

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Occidental Asset Management's PSTP Position: Q2 2026 in Review

Occidental Asset Management increased its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 0.24% in Q2 2026, buying an estimated $904 and bringing the position to 10,525 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #215.

Occidental Asset Management first reported a position in PSTP in Q3 2024 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

Occidental Asset Management held 10,525 shares of Innovator Power Buffer Step-Up Strategy ETF worth $387K as of Q2 2026.
Occidental Asset Management bought 25 Innovator Power Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $904.
Innovator Power Buffer Step-Up Strategy ETF made up 0.04% of Occidental Asset Management's portfolio in Q2 2026, its #215 holding.
Occidental Asset Management first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q3 2024 and has held it in 8 quarters since.
54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.