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Disclosery

PSTP INNOVATOR ETFS TRUST

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POWER BUFFER SET (fund)

46 managers (46 13F filers) reported a position in PSTP shares at 2025-12-31, 3,059,507 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
46
13F filers
46
New
5
Added
12
Reduced
17
Sold out
4
Shares held by filers
3,059,507

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC520,081$18.4M2.46%-130,57513F-HRTimeline
Sunbelt Securities, Inc.360,494$12.7M0.85%+19,19413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC351,605$12.4M0.02%-6,76913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC290,966$10.3M2.71%+13,02813F-HRTimeline
HighTower Advisors, LLC219,506$7.76M0.01%+92513F-HRTimeline
Lineweaver Wealth Advisors, LLC206,195$7.29M0.99%-3,15413F-HRTimeline
ROVIN CAPITAL /UT/ /ADV140,149$4.95M1.31%+2,66113F-HRTimeline
Cetera Investment Advisers125,196$4.43M<0.01%-1,41413F-HRTimeline
Krilogy Financial LLC112,161$4M0.14%-16,14013F-HRTimeline
AE Wealth Management LLC109,901$3.88M0.02%+45,65513F-HRTimeline
AIRE ADVISORS, LLC75,873$2.68M0.49%-32113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC65,771$2.32M<0.01%-2,92413F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…44,743$1.58M0.03%+1,85613F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.42,301$1.5M1.24%-27,67613F-HRTimeline
WEALTHGARDEN F.S. LLC35,336$1.26M0.83%-2,90413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,258$1.1M<0.01%-2,14813F-HRTimelineGroup
OFC FINANCIAL PLANNING, LLC30,607$1.08M1.03%+35913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC28,288$1000K<0.01%+1,77513F-HRTimelineGroup
Cambridge Advisors Inc.22,320$789K0.15%-10013F-HRTimeline
Nest Investments, LLC22,035$779K0.65%13F-HRTimeline
William Mack & Associates, Inc.21,750$769K0.36%013F-HRTimeline
LPL Financial LLC19,048$673K<0.01%-9413F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC17,458$617K0.28%+2813F-HRTimeline
Tradition Wealth Management, LLC15,683$554K0.04%-22813F-HRTimeline
Modera Wealth Management, LLC13,020$460K0.01%013F-HRTimeline
Opus Financial Solutions LLC11,425$404K0.38%13F-HRTimeline
Occidental Asset Management, LLC10,500$371K0.04%+3,75013F-HRTimeline
FSA Advisors, Inc.21,214$365K0.25%new13F-HRTimeline
GTS SECURITIES LLC9,071$321K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.9,000$318K0.1%new13F-HRTimeline
COFG Advisors, LLC8,911$315K0.08%13F-HRTimeline
PLANWISER FINANCIAL, LLC8,835$313K0.23%-18513F-HR/ATimeline
Brooklyn Investment Group8,705$309K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.8,622$305K0.12%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,067$285K0.01%-1,54213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,500$265K<0.01%013F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …6,614$235K0.01%-6913F-HRTimelineGroup
Stegent Equity Advisors, Inc.6,154$218K0.17%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,578$162K<0.01%-3,10213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY3,625$128K<0.01%+3,25913F-HR/ATimelineGroup
Capital Investment Advisory Services, L…2,296$81.2K0.01%+53213F-HRTimeline
Allworth Financial LP1,400$49.5K<0.01%013F-HRTimeline
Key Capital Management, INC508$18K0.02%13F-HRTimeline
CoreCap Advisors, LLC388$13.7K<0.01%013F-HRTimeline
Luminist Capital LLC339$12K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$354<0.01%013F-HRTimeline