William Mack & Associates’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

William Mack & Associates’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	$786K	Hold	21,378	–	–	0.28%	37
2026 Q1	$737K	Sell	21,378 -372	-2%	-$13.1K	0.42%	29
2025 Q4	$769K	Hold	21,750	–	–	0.36%	31
2025 Q3	$756K	Hold	21,750	–	–	0.41%	31
2025 Q2	$726K	Sell	21,750 -8,361	-28%	-$267K	0.46%	32
2025 Q1	$946K	Buy	30,111 +775	+3%	+$24.9K	0.81%	23
2024 Q4	$940K	Buy	+29,336	New	+$937K	0.98%	19

Other funds holding PSTP

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 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 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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

William Mack & Associates's PSTP Position: Q2 2026 in Review

William Mack & Associates held its Innovator Power Buffer Step-Up Strategy ETF (PSTP) position steady in Q2 2026 at 21,378 shares worth $786K. The position accounts for 0.28% of the portfolio, ranked #37.

William Mack & Associates first reported a position in PSTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $946K in Q1 2025. 54 funds tracked by Wall St. Rank hold PSTP as of Q2 2026.

William Mack & Associates held 21,378 shares of Innovator Power Buffer Step-Up Strategy ETF worth $786K as of Q2 2026.
William Mack & Associates left its Innovator Power Buffer Step-Up Strategy ETF share count unchanged in Q2 2026.
Innovator Power Buffer Step-Up Strategy ETF made up 0.28% of William Mack & Associates's portfolio in Q2 2026, its #37 holding.
William Mack & Associates first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 7 quarters since.
William Mack & Associates's Innovator Power Buffer Step-Up Strategy ETF position peaked at $946K in Q1 2025.
54 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.