Stegent Equity Advisors’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Stegent Equity Advisors’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	$226K	Hold	6,154	–	–	0.16%	102
2026 Q1	$212K	Hold	6,154	–	–	0.18%	99
2025 Q4	$218K	Hold	6,154	–	–	0.17%	113
2025 Q3	$214K	Hold	6,154	–	–	0.17%	108
2025 Q2	$205K	Buy	+6,154	New	+$196K	0.18%	103
2025 Q1	–	Sell	-6,272	Closed	-$201K	–	102
2024 Q4	$201K	Buy	+6,272	New	+$200K	0.2%	89
2024 Q2	–	Sell	-46,469	Closed	-$1.37M	–	89
2024 Q1	$1.37M	Sell	46,469 -14,555	-24%	-$420K	1.39%	25
2023 Q4	$1.72M	Sell	61,024 -5,161	-8%	-$141K	2.04%	19
2023 Q3	$1.76M	Sell	66,185 -2,932	-4%	-$79.9K	2.23%	16
2023 Q2	$1.89M	Sell	69,117 -7,899	-10%	-$209K	2.11%	16
2023 Q1	$2M	Buy	77,016 +18,986	+33%	+$484K	1.99%	15
2022 Q4	$1.44M	Sell	58,030 -14,219	-20%	-$351K	1.72%	28
2022 Q3	$1.7M	Buy	72,249 +15,002	+26%	+$373K	2.56%	12
2022 Q2	$1.39M	Buy	+57,247	New	+$1.45M	1.8%	25

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

Stegent Equity Advisors's PSTP Position: Q2 2026 in Review

Stegent Equity Advisors held its Innovator Power Buffer Step-Up Strategy ETF (PSTP) position steady in Q2 2026 at 6,154 shares worth $226K. The position accounts for 0.16% of the portfolio, ranked #102.

Stegent Equity Advisors first reported a position in PSTP in Q2 2022 and has held it in 14 quarters since. The position peaked at $2M in Q1 2023. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

Stegent Equity Advisors held 6,154 shares of Innovator Power Buffer Step-Up Strategy ETF worth $226K as of Q2 2026.
Stegent Equity Advisors left its Innovator Power Buffer Step-Up Strategy ETF share count unchanged in Q2 2026.
Innovator Power Buffer Step-Up Strategy ETF made up 0.16% of Stegent Equity Advisors's portfolio in Q2 2026, its #102 holding.
Stegent Equity Advisors first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q2 2022 and has held it in 14 quarters since.
Stegent Equity Advisors's Innovator Power Buffer Step-Up Strategy ETF position peaked at $2M in Q1 2023.
54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Stegent Equity Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.