UBS Group
PSTP icon

UBS Group’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

UBS Group’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 		$1.72K Buy
+50
New +$1.76K ﹤0.01% 9454
2025
Q4 		– Sell
-423
Closed -$14.7K – 11031
2025
Q3 		$14.7K Buy
+423
New +$14.4K ﹤0.01% 8349
2025
Q2 		– Sell
-698
Closed -$21.9K – 10725
2025
Q1 		$21.9K Buy
+698
New +$22.4K ﹤0.01% 8173
2024
Q4 		– Sell
-28
Closed -$883 – 10296
2024
Q3 		$883 Buy
+28
New +$863 ﹤0.01% 8789
2024
Q2 		– Sell
-3,029
Closed -$89.4K – 9969
2024
Q1 		$89.4K Buy
3,029
+2,327
+331% +$67.1K ﹤0.01% 6277
2023
Q4 		$19.8K Buy
+702
New +$19.1K ﹤0.01% 7108
2023
Q2 		– Sell
-993
Closed -$25.8K – 9477
2023
Q1 		$25.8K Buy
993
+165
+20% +$4.21K ﹤0.01% 6897
2022
Q4 		$20.6K Sell
828
-826
-50% -$20.4K ﹤0.01% 7625
2022
Q3 		$39K Buy
1,654
+1,588
+2,406% +$39.5K ﹤0.01% 6590
2022
Q2 		$2K Buy
+66
New +$1.67K ﹤0.01% 9604

Other funds holding PSTP

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
BWM
Brown Wealth Management Naperville, Illinois $389M AUM 14.16% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $773M AUM 12.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $841M AUM 20.71% 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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return