TWM
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Tradition Wealth Management’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

Tradition Wealth Management’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 		$568K Sell
15,428
-216
-1% -$7.82K 0.03% 283
2026
Q1 		$539K Sell
15,644
-39
-0.2% -$1.38K 0.04% 275
2025
Q4 		$554K Sell
15,683
-228
-1% -$7.97K 0.04% 274
2025
Q3 		$553K Sell
15,911
-1,729
-10% -$59K 0.04% 266
2025
Q2 		$589K Sell
17,640
-194
-1% -$6.18K 0.05% 241
2025
Q1 		$560K Sell
17,834
-931
-5% -$29.9K 0.05% 232
2024
Q4 		$601K Sell
18,765
-289
-2% -$9.23K 0.05% 218
2024
Q3 		$601K Sell
19,054
-627
-3% -$19.3K 0.05% 220
2024
Q2 		$600K Sell
19,681
-18,869
-49% -$560K 0.06% 208
2024
Q1 		$1.14M Sell
38,550
-2,710
-7% -$78.2K 0.12% 140
2023
Q4 		$1.16M Sell
41,260
-410
-1% -$11.2K 0.12% 122
2023
Q3 		$1.11M Buy
41,670
+4,710
+13% +$128K 0.13% 114
2023
Q2 		$1.01M Sell
36,960
-18,230
-33% -$481K 0.12% 117
2023
Q1 		$1.43M Buy
55,190
+4,509
+9% +$115K 0.18% 97
2022
Q4 		$1.26M Buy
50,681
+11,508
+29% +$284K 0.18% 95
2022
Q3 		$924K Buy
39,173
+12,685
+48% +$315K 0.14% 115
2022
Q2 		$642K Buy
26,488
+25,930
+4,647% +$655K 0.09% 137
2022
Q1 		$15K Buy
+558
New +$14.7K ﹤0.01% 797

Other funds holding PSTP

Commonwealth Equity Services
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
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
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Tradition Wealth Management's PSTP Position: Q2 2026 in Review

Tradition Wealth Management reduced its Innovator Power Buffer Step-Up Strategy ETF (PSTP) stake by 1.4% in Q2 2026, selling an estimated $7.82K and leaving 15,428 shares worth $568K. The position accounts for 0.03% of the portfolio, ranked #283.

Tradition Wealth Management first reported a position in PSTP in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.43M in Q1 2023. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

  • Tradition Wealth Management held 15,428 shares of Innovator Power Buffer Step-Up Strategy ETF worth $568K as of Q2 2026.
  • Tradition Wealth Management sold 216 Innovator Power Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $7.82K.
  • Innovator Power Buffer Step-Up Strategy ETF made up 0.03% of Tradition Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Tradition Wealth Management first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q1 2022 and has held it in 18 quarters since.
  • Tradition Wealth Management's Innovator Power Buffer Step-Up Strategy ETF position peaked at $1.43M in Q1 2023.
  • 54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.