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Sound View Wealth Advisors Group’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Sound View Wealth Advisors Group’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
Q2 		– Sell
-8,005
Closed -$208K – 371
2023
Q1 		$208K Buy
+8,005
New +$204K 0.03% 346

Other funds holding PSTP

KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
AA
Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Sound View Wealth Advisors Group's PSTP Position: Q2 2023 in Review

Sound View Wealth Advisors Group sold out of Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q2 2023, closing a stake of 8,005 shares — an estimated $208K sold.

Sound View Wealth Advisors Group first reported a position in PSTP in Q1 2023 and held it in 1 quarter. The position peaked at $208K in Q1 2023. 21 funds tracked by Wall St. Rank hold PSTP as of Q2 2023.

  • Sound View Wealth Advisors Group reported no remaining Innovator Power Buffer Step-Up Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 8,005 Innovator Power Buffer Step-Up Strategy ETF shares in Q2 2023, an estimated $208K.
  • Sound View Wealth Advisors Group first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q1 2023 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's Innovator Power Buffer Step-Up Strategy ETF position peaked at $208K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2023.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2023, filed 8 Aug 2023.