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Retirement Planning Group (Kansas)’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Retirement Planning Group (Kansas)’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
2022
Q4 		– Sell
-32,025
Closed -$755K – 143
2022
Q3 		$755K Sell
32,025
-5,690
-15% -$141K 0.09% 66
2022
Q2 		$914K Buy
+37,715
New +$953K 0.11% 53

Other funds holding PSTP

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Retirement Planning Group (Kansas)'s PSTP Position: Q4 2022 in Review

Retirement Planning Group (Kansas) sold out of Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q4 2022, closing a stake of 32,025 shares — an estimated $755K sold.

Retirement Planning Group (Kansas) first reported a position in PSTP in Q2 2022 and held it in 2 quarters. The position peaked at $914K in Q2 2022. 20 funds tracked by Wall St. Rank hold PSTP as of Q4 2022.

  • Retirement Planning Group (Kansas) reported no remaining Innovator Power Buffer Step-Up Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Retirement Planning Group (Kansas) sold 32,025 Innovator Power Buffer Step-Up Strategy ETF shares in Q4 2022, an estimated $755K.
  • Retirement Planning Group (Kansas) first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q2 2022 and held it in 2 quarters.
  • Retirement Planning Group (Kansas)'s Innovator Power Buffer Step-Up Strategy ETF position peaked at $914K in Q2 2022.
  • 20 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q4 2022.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2022, filed 19 Jan 2023.