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 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 $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

Stegent Equity Advisors's PSTP Position: Q1 2026 in Review

Stegent Equity Advisors held its Innovator Power Buffer Step-Up Strategy ETF (PSTP) position steady in Q1 2026 at 6,154 shares worth $212K. The position accounts for 0.18% of the portfolio, ranked #99.

Stegent Equity Advisors first reported a position in PSTP in Q2 2022 and has held it in 13 quarters since. The position peaked at $2M in Q1 2023. 48 funds tracked by Wall St. Rank hold PSTP as of Q1 2026.

Stegent Equity Advisors held 6,154 shares of Innovator Power Buffer Step-Up Strategy ETF worth $212K as of Q1 2026.
Stegent Equity Advisors left its Innovator Power Buffer Step-Up Strategy ETF share count unchanged in Q1 2026.
Innovator Power Buffer Step-Up Strategy ETF made up 0.18% of Stegent Equity Advisors's portfolio in Q1 2026, its #99 holding.
Stegent Equity Advisors first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q2 2022 and has held it in 13 quarters since.
Stegent Equity Advisors's Innovator Power Buffer Step-Up Strategy ETF position peaked at $2M in Q1 2023.
48 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q1 2026.

Based on Stegent Equity Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.