OFP
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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
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 $71.6B AUM 21.08% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

OFC Financial Planning's PSTP Position: Q1 2026 in Review

OFC Financial Planning reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 0.03% in Q1 2026, selling an estimated $353 and leaving 30,597 shares worth $1.05M. The position accounts for 1.04% of the portfolio, ranked #28.

OFC Financial Planning first reported a position in PSTP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q4 2025. 48 funds tracked by Wall St. Rank hold PSTP as of Q1 2026.

  • OFC Financial Planning held 30,597 shares of Innovator Power Buffer Step-Up Strategy ETF worth $1.05M as of Q1 2026.
  • OFC Financial Planning sold 10 Innovator Power Buffer Step-Up Strategy ETF shares in Q1 2026, an estimated $353.
  • Innovator Power Buffer Step-Up Strategy ETF made up 1.04% of OFC Financial Planning's portfolio in Q1 2026, its #28 holding.
  • OFC Financial Planning first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 6 quarters since.
  • OFC Financial Planning's Innovator Power Buffer Step-Up Strategy ETF position peaked at $1.08M in Q4 2025.
  • 48 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q1 2026.

Based on OFC Financial Planning's 13F filing for Q1 2026, filed 7 May 2026.