OFC Financial Planning’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

OFC Financial Planning’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	$1.02M	Sell	27,266 -822	-3%	-$30.6K	0.88%	30
2026 Q2	$1.03M	Sell	28,088 -2,509	-8%	-$90.8K	0.92%	30
2026 Q1	$1.05M	Sell	30,597 -10	-0%	-$353	1.04%	28
2025 Q4	$1.08M	Buy	30,607 +359	+1%	+$12.6K	1.03%	26
2025 Q3	$1.05M	Sell	30,248 -575	-2%	-$19.6K	1.04%	25
2025 Q2	$1.03M	Buy	30,823 +471	+2%	+$15K	1.09%	26
2025 Q1	$953K	Buy	30,352 +342	+1%	+$11K	1.08%	25
2024 Q4	$961K	Buy	+30,010	New	+$958K	1.01%	26

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

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

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

William Mack & Associates Troy, Michigan $319M AUM 12.97% 1-Year Est. Return

OFC Financial Planning's PSTP Position: Q3 2026 in Review

OFC Financial Planning reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 2.9% in Q3 2026, selling an estimated $30.6K and leaving 27,266 shares worth $1.02M. The position accounts for 0.88% of the portfolio, ranked #30.

OFC Financial Planning first reported a position in PSTP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2025. 34 funds tracked by Wall St. Rank hold PSTP as of Q3 2026.

OFC Financial Planning held 27,266 shares of Innovator Power Buffer Step-Up Strategy ETF worth $1.02M as of Q3 2026.
OFC Financial Planning sold 822 Innovator Power Buffer Step-Up Strategy ETF shares in Q3 2026, an estimated $30.6K.
Innovator Power Buffer Step-Up Strategy ETF made up 0.88% of OFC Financial Planning's portfolio in Q3 2026, its #30 holding.
OFC Financial Planning first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 8 quarters since.
OFC Financial Planning's Innovator Power Buffer Step-Up Strategy ETF position peaked at $1.08M in Q4 2025.
34 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.