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Steward Partners Investment Advisory’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Steward Partners Investment Advisory’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
2024
Q1 		– Sell
-731
Closed -$20.6K – 3649
2023
Q4 		$20.6K Hold
731
– – ﹤0.01% 2396
2023
Q3 		$19.5K Buy
+731
New +$19.9K ﹤0.01% 2319
2023
Q2 		– Sell
-150
Closed -$3.9K – 3377
2023
Q1 		$3.9K Buy
+150
New +$3.83K ﹤0.01% 2856

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
KF
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Steward Partners Investment Advisory's PSTP Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q1 2024, closing a stake of 731 shares — an estimated $20.6K sold.

Steward Partners Investment Advisory first reported a position in PSTP in Q1 2023 and held it in 3 quarters. The position peaked at $20.6K in Q4 2023. 27 funds tracked by Wall St. Rank hold PSTP as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Innovator Power Buffer Step-Up Strategy ETF position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 731 Innovator Power Buffer Step-Up Strategy ETF shares in Q1 2024, an estimated $20.6K.
  • Steward Partners Investment Advisory first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q1 2023 and held it in 3 quarters.
  • Steward Partners Investment Advisory's Innovator Power Buffer Step-Up Strategy ETF position peaked at $20.6K in Q4 2023.
  • 27 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.