Skip to content
Disclosery

PSTP INNOVATOR ETFS TRUST

Follow

POWER BUFFER SET (fund)

39 managers (39 13F filers) reported a position in PSTP shares at 2025-06-30, 2,773,174 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
39
13F filers
39
New
3
Added
12
Reduced
14
Sold out
4
Shares held by filers
2,773,174

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC599,871$20M3.22%+21,40713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC366,346$12.2M0.02%+95,58213F-HRTimeline
Sunbelt Securities, Inc.262,358$8.4M0.74%-57,51413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC225,910$7.54M2.34%+43,86813F-HRTimeline
HighTower Advisors, LLC214,735$7.17M0.01%+10,57113F-HRTimeline
Lineweaver Wealth Advisors, LLC211,093$7.04M1.11%+59413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV138,506$4.62M1.4%+14,67013F-HRTimeline
Krilogy Financial LLC133,728$4.46M0.26%-8,60013F-HRTimeline
Cetera Investment Advisers117,029$3.91M0.01%+11,31713F-HRTimeline
AIRE ADVISORS, LLC79,857$2.67M0.52%-9,08113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC67,684$2.26M<0.01%-5,62313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…39,737$1.33M0.03%+1,67213F-HRTimelineGroup
WEALTHGARDEN F.S. LLC36,251$1.23M1.02%+5,61313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.36,662$1.22M1.51%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,340$1.08M<0.01%+1,54313F-HR/ATimelineGroup
OFC FINANCIAL PLANNING, LLC30,823$1.03M1.09%+47113F-HRTimeline
Cambridge Advisors Inc.22,520$752K0.16%-1,04013F-HRTimeline
William Mack & Associates, Inc.21,750$726K0.46%-8,36113F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC18,181$607K0.31%-1,87813F-HRTimeline
Tradition Wealth Management, LLC17,640$589K0.05%-19413F-HRTimeline
Modera Wealth Management, LLC13,020$435K0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.9,788$327K0.01%-41,38113F-HRTimeline
HARBOUR INVESTMENTS, INC.9,609$321K0.01%013F-HRTimeline
PLANWISER FINANCIAL, LLC8,875$301K0.26%+1,18413F-HRTimeline
Cape Investment Advisory, Inc.8,102$270K0.1%013F-HRTimeline
AE Wealth Management LLC7,897$264K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,500$250K<0.01%013F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,792$232K0.01%-8613F-HRTimelineGroup
Occidental Asset Management, LLC6,750$225K0.03%013F-HRTimeline
Authentikos Wealth Advisory, LLC6,719$224K0.16%-34813F-HR/ATimeline
Stegent Equity Advisors, Inc.6,154$205K0.18%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,061$202K<0.01%-2,28913F-HRTimeline
Capital Investment Advisory Services, L…1,839$61.4K0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY366$12.2K<0.01%013F-HRTimelineGroup
Luminist Capital LLC339$11.3K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO329$11K<0.01%-1,92813F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.10$334<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC3$100<0.01%-12513F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.