Sigma Planning Corp’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Sigma Planning Corp’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
2023 Q4	–	Sell	-191,031	Closed	-$5.09M	–	1096
2023 Q3	$5.09M	Sell	191,031 -2,326	-1%	-$63.4K	0.19%	104
2023 Q2	$5.28M	Buy	193,357 +509	+0.3%	+$13.4K	0.19%	106
2023 Q1	$5.01M	Sell	192,848 -7,406	-4%	-$189K	0.17%	131
2022 Q4	$4.97M	Buy	200,254 +1,379	+0.7%	+$34K	0.18%	128
2022 Q3	$4.69M	Buy	+198,875	New	+$4.94M	0.18%	124

Other funds holding PSTP

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $117M AUM 34.04% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sigma Planning Corp's PSTP Position: Q4 2023 in Review

Sigma Planning Corp sold out of Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q4 2023, closing a stake of 191,031 shares — an estimated $5.09M sold.

Sigma Planning Corp first reported a position in PSTP in Q3 2022 and held it in 5 quarters. The position peaked at $5.28M in Q2 2023. 27 funds tracked by Wall St. Rank hold PSTP as of Q4 2023.

Sigma Planning Corp reported no remaining Innovator Power Buffer Step-Up Strategy ETF position as of Q4 2023 after selling out during the quarter.
Sigma Planning Corp sold 191,031 Innovator Power Buffer Step-Up Strategy ETF shares in Q4 2023, an estimated $5.09M.
Sigma Planning Corp first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q3 2022 and held it in 5 quarters.
Sigma Planning Corp's Innovator Power Buffer Step-Up Strategy ETF position peaked at $5.28M in Q2 2023.
27 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.