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Disclosery

PSTP INNOVATOR ETFS TRUST

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POWER BUFFER SET (fund)

39 managers (39 13F filers) reported a position in PSTP shares at 2025-03-31, 2,863,192 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.

Managers
39
13F filers
39
New
4
Added
14
Reduced
11
Sold out
1
Shares held by filers
2,863,192

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC578,464$18.2M3.3%+8,37113F-HRTimeline
Sunbelt Securities, Inc.319,872$10M0.9%+58,56413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC270,764$8.5M0.01%-16,63313F-HRTimeline
Lineweaver Wealth Advisors, LLC210,499$6.61M1.13%+5,22213F-HRTimeline
HighTower Advisors, LLC204,164$6.41M0.01%+13,22613F-HRTimeline
TOWNSQUARE CAPITAL LLC182,720$5.74M0.06%+8,83713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC182,042$5.72M1.97%+7,59813F-HRTimeline
Krilogy Financial LLC142,328$4.47M0.29%-14,54513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV123,836$3.89M1.25%new13F-HRTimeline
Cetera Investment Advisers105,712$3.32M0.01%+4,05913F-HRTimeline
AIRE ADVISORS, LLC88,938$2.79M0.59%-45,32313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC73,307$2.3M<0.01%+3,28113F-HRTimelineGroup
Atria Wealth Solutions, Inc.51,169$1.61M0.02%-1,46513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…38,065$1.2M0.03%+6,11313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,797$967K<0.01%+9,93513F-HRTimelineGroup
WEALTHGARDEN F.S. LLC30,638$962K0.92%+1,18513F-HRTimeline
OFC FINANCIAL PLANNING, LLC30,352$953K1.08%+34213F-HRTimeline
William Mack & Associates, Inc.30,111$946K0.81%+77513F-HRTimeline
Cambridge Advisors Inc.23,560$740K0.16%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,613$679K<0.01%-85213F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC20,059$630K0.35%+21013F-HRTimeline
Tradition Wealth Management, LLC17,834$560K0.05%-93113F-HRTimeline
Modera Wealth Management, LLC13,020$409K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.9,609$302K0.01%-69513F-HRTimeline
Cambridge Investment Research Advisors,…8,350$262K<0.01%-24013F-HRTimeline
Cape Investment Advisory, Inc.8,102$254K0.1%013F-HRTimeline
PLANWISER FINANCIAL, LLC7,691$243K0.22%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,583$238K<0.01%new13F-HR/ATimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,500$236K<0.01%013F-HRTimelineGroup
Authentikos Wealth Advisory, LLC7,067$222K0.17%-15,79013F-HR/ATimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,878$215K0.02%-98813F-HRTimelineGroup
Occidental Asset Management, LLC6,750$212K0.03%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,257$70.9K<0.01%-1,56313F-HRTimelineGroup
UBS Group AGin group UBS Group AG698$21.9K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY366$11.5K<0.01%013F-HRTimelineGroup
Luminist Capital LLC339$10.7K0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC128$4.02K<0.01%new13F-HR/ATimelineGroup
DHJJ Financial Advisors, Ltd.10$315<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.