PF
PSTP icon

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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $886M AUM 15.98% 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 $3.38B AUM 30.57% 1-Year Est. Return

PlanWiser Financial's PSTP Position: Q1 2026 in Review

PlanWiser Financial reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 17% in Q1 2026, selling an estimated $51.8K and leaving 7,367 shares worth $263K. The position accounts for 0.19% of the portfolio, ranked #46.

PlanWiser Financial first reported a position in PSTP in Q1 2025 and has held it in 5 quarters since. The position peaked at $316K in Q3 2025. 48 funds tracked by Wall St. Rank hold PSTP as of Q1 2026.

  • PlanWiser Financial held 7,367 shares of Innovator Power Buffer Step-Up Strategy ETF worth $263K as of Q1 2026.
  • PlanWiser Financial sold 1,468 Innovator Power Buffer Step-Up Strategy ETF shares in Q1 2026, an estimated $51.8K.
  • Innovator Power Buffer Step-Up Strategy ETF made up 0.19% of PlanWiser Financial's portfolio in Q1 2026, its #46 holding.
  • PlanWiser Financial first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q1 2025 and has held it in 5 quarters since.
  • PlanWiser Financial's Innovator Power Buffer Step-Up Strategy ETF position peaked at $316K in Q3 2025.
  • 48 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.