OFP
PSTP icon

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
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
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 $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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

OFC Financial Planning's PSTP Position: Q2 2026 in Review

OFC Financial Planning reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 8.2% in Q2 2026, selling an estimated $90.8K and leaving 28,088 shares worth $1.03M. The position accounts for 0.92% of the portfolio, ranked #30.

OFC Financial Planning first reported a position in PSTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

  • OFC Financial Planning held 28,088 shares of Innovator Power Buffer Step-Up Strategy ETF worth $1.03M as of Q2 2026.
  • OFC Financial Planning sold 2,509 Innovator Power Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $90.8K.
  • Innovator Power Buffer Step-Up Strategy ETF made up 0.92% of OFC Financial Planning's portfolio in Q2 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 7 quarters since.
  • OFC Financial Planning's Innovator Power Buffer Step-Up Strategy ETF position peaked at $1.08M in Q4 2025.
  • 54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.