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

PlanWiser Financial’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	$270K	Sell	7,347 -20	-0.3%	-$724	0.19%	44
2026 Q1	$263K	Sell	7,367 -1,468	-17%	-$51.8K	0.19%	46
2025 Q4	$313K	Sell	8,835 -185	-2%	-$6.47K	0.23%	41
2025 Q3	$316K	Buy	9,020 +145	+2%	+$4.94K	0.25%	42
2025 Q2	$301K	Buy	8,875 +1,184	+15%	+$37.7K	0.26%	39
2025 Q1	$243K	Buy	+7,691	New	+$247K	0.22%	44

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

PlanWiser Financial's PSTP Position: Q2 2026 in Review

PlanWiser Financial reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 0.27% in Q2 2026, selling an estimated $724 and leaving 7,347 shares worth $270K. The position accounts for 0.19% of the portfolio, ranked #44.

PlanWiser Financial first reported a position in PSTP in Q1 2025 and has held it in 6 quarters since. The position peaked at $316K in Q3 2025. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

PlanWiser Financial held 7,347 shares of Innovator Power Buffer Step-Up Strategy ETF worth $270K as of Q2 2026.
PlanWiser Financial sold 20 Innovator Power Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $724.
Innovator Power Buffer Step-Up Strategy ETF made up 0.19% of PlanWiser Financial's portfolio in Q2 2026, its #44 holding.
PlanWiser Financial first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q1 2025 and has held it in 6 quarters since.
PlanWiser Financial's Innovator Power Buffer Step-Up Strategy ETF position peaked at $316K in Q3 2025.
54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on PlanWiser Financial's 13F filing for Q2 2026, filed 7 Aug 2026.