Skip to content
Disclosery

PSTP INNOVATOR ETFS TRUST

Follow

POWER BUFFER SET (fund)

35 managers (35 13F filers) reported a position in PSTP shares at 2024-12-31, 2,700,835 shares in all. 7 filers opened a position and 5 filers sold out during the quarter.

Managers
35
13F filers
35
New
7
Added
13
Reduced
6
Sold out
5
Shares held by filers
2,700,835

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
KFG WEALTH MANAGEMENT, LLC570,093$18.3M3.41%+29,57813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC287,397$9.21M0.01%+6,20013F-HRTimeline
Sunbelt Securities, Inc.261,308$8.39M0.74%+20,30213F-HRTimeline
Lineweaver Wealth Advisors, LLC205,277$6.57M1.22%-98713F-HRTimeline
HighTower Advisors, LLC190,938$6.12M0.01%+88,03813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC174,444$5.59M1.98%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC173,883$5.57M0.06%new13F-HRTimeline
Krilogy Financial LLC156,873$5.02M0.34%-17,65213F-HRTimeline
AIRE ADVISORS, LLC134,261$4.3M0.89%-8,29213F-HRTimeline
Cetera Investment Advisers101,653$3.26M0.01%+15,29413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC70,026$2.24M<0.01%+4,46313F-HRTimelineGroup
Atria Wealth Solutions, Inc.52,634$1.69M0.02%+9,74313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…31,952$1.02M0.03%new13F-HRTimelineGroup
OFC FINANCIAL PLANNING, LLC30,010$961K1.01%13F-HRTimeline
WEALTHGARDEN F.S. LLC29,453$943K0.88%+4,18613F-HRTimeline
William Mack & Associates, Inc.29,336$940K0.98%13F-HRTimeline
Cambridge Advisors Inc.23,560$755K0.17%-5,46213F-HRTimeline
Authentikos Wealth Advisory, LLC22,857$732K0.72%-68313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,465$720K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,862$668K<0.01%+4,43413F-HR/ATimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC19,849$636K0.35%+21813F-HRTimeline
Tradition Wealth Management, LLC18,765$601K0.05%-28913F-HRTimeline
Modera Wealth Management, LLC13,020$417K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,304$330K0.01%+52913F-HRTimeline
Cambridge Investment Research Advisors,…8,590$275K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.8,102$260K0.1%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …7,866$251K0.02%013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,500$240K<0.01%new13F-HRTimelineGroup
Occidental Asset Management, LLC6,750$216K0.03%013F-HRTimeline
Stegent Equity Advisors, Inc.6,272$201K0.2%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,820$122K<0.01%+1,55513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY366$11.7K<0.01%+24013F-HR/ATimelineGroup
Luminist Capital LLC339$10.9K0.02%13F-HRTimeline
DHJJ Financial Advisors, Ltd.10$321<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.