World Investment Advisors’s Innovator Power Buffer Step-Up Strategy ETF PSTP Stock Holding History

World Investment 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
2024 Q3	–	Sell	-6,779	Closed	-$207K	–	924
2024 Q2	$207K	Buy	+6,779	New	+$201K	0.01%	592
2023 Q4	–	Sell	-10,509	Closed	-$280K	–	400
2023 Q3	$280K	Sell	10,509 -2	-0%	-$54	0.06%	211
2023 Q2	$287K	Sell	10,511 -985	-9%	-$26K	0.06%	204
2023 Q1	$299K	Buy	11,496 +294	+3%	+$7.5K	0.06%	183
2022 Q4	$278K	Sell	11,202 -656	-6%	-$16.2K	0.06%	184
2022 Q3	$280K	Sell	11,858 -10	-0.1%	-$248	0.07%	191
2022 Q2	$301K	Buy	+11,868	New	+$300K	0.06%	194

Other funds holding PSTP

KWM

KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Aire Advisors Beverly Hills, California $547M AUM 20.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

World Investment Advisors's PSTP Position: Q3 2024 in Review

World Investment Advisors sold out of Innovator Power Buffer Step-Up Strategy ETF (PSTP) in Q3 2024, closing a stake of 6,779 shares — an estimated $207K sold.

World Investment Advisors first reported a position in PSTP in Q2 2022 and held it in 7 quarters. The position peaked at $301K in Q2 2022. 29 funds tracked by Wall St. Rank hold PSTP as of Q3 2024.

World Investment Advisors reported no remaining Innovator Power Buffer Step-Up Strategy ETF position as of Q3 2024 after selling out during the quarter.
World Investment Advisors sold 6,779 Innovator Power Buffer Step-Up Strategy ETF shares in Q3 2024, an estimated $207K.
World Investment Advisors first reported a position in Innovator Power Buffer Step-Up Strategy ETF in Q2 2022 and held it in 7 quarters.
World Investment Advisors's Innovator Power Buffer Step-Up Strategy ETF position peaked at $301K in Q2 2022.
29 funds tracked by Wall St. Rank held Innovator Power Buffer Step-Up Strategy ETF as of Q3 2024.

Based on World Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.