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 Q3	–	Sell	-6,154	Closed	-$226K	–	109
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

BWM

Brown Wealth Management Naperville, Illinois $456M AUM 10.79% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Aire Advisors Beverly Hills, California $616M AUM 15.62% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Stegent Equity Advisors's PSTP Position: Q3 2026 in Review

Stegent Equity Advisors sold out of Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q3 2026, closing a stake of 6,154 shares — an estimated $226K sold.

Stegent Equity Advisors first reported a position in PSTP in Q2 2022 and held it in 14 quarters. The position peaked at $2M in Q1 2023. 14 funds tracked by Wall St. Rank hold PSTP as of Q3 2026.

Stegent Equity Advisors reported no remaining Innovator Power Buffer Step-Up Strategy ETF position as of Q3 2026 after selling out during the quarter.
Stegent Equity Advisors sold 6,154 Innovator Power Buffer Step-Up Strategy ETF shares in Q3 2026, an estimated $226K.
Stegent Equity Advisors first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q2 2022 and held it in 14 quarters.
Stegent Equity Advisors's Innovator Power Buffer Step-Up Strategy ETF position peaked at $2M in Q1 2023.
14 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q3 2026.

Based on Stegent Equity Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.