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Innovator Power Buffer Step-Up Strategy ETF (PSTP) Institutional Ownership

$36.66 +0.02 (+0.05%)
As of 07/24/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for Innovator Power Buffer Step-Up Strategy ETF (NYSEARCA:PSTP)

Number of
Institutional Buyers
(last 12 months)
29
Total
Institutional Inflows
(last 12 months)
$21.86M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$19.18M
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PSTP Institutional Buying and Selling by Quarter

Innovator Power Buffer Step-Up Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/18/2026Sunbelt Securities Inc.327,142$11.28M0.7%-9.3%9.215%
5/13/2026Cetera Investment Advisers133,520$4.60M0.0%+6.6%3.761%
5/6/2026FSA Advisors Inc.10,502$362K0.2%-50.5%0.296%
5/6/2026Aire Advisors LLC73,693$2.54M0.5%-2.9%2.076%
4/30/2026Kestra Advisory Services LLC31,273$1.08M0.0%+10.6%0.881%
4/29/2026Addison Capital Co26,616$917K0.2%N/A0.750%
4/28/2026 Evolution Wealth Management Inc.43,392$1.50M1.1%+2.6%0.611%
4/21/2026 KFG Wealth Management LLC252,009$8.69M1.1%-51.5%7.000%
4/17/2026Krilogy Financial LLC104,528$3.74M0.1%-6.8%2.904%
4/16/2026 Cambridge Advisors Inc.20,620$711K0.1%-7.6%0.573%
2/20/2026Sunbelt Securities Inc.360,494$12.74M0.8%+5.6%10.070%
2/18/2026Opus Financial Solutions LLC11,425$404K0.4%N/A0.319%
2/17/2026Cetera Investment Advisers125,196$4.43M0.0%-1.1%3.497%
2/17/2026Osaic Holdings Inc.31,258$1.11M0.0%-6.4%0.873%
2/13/2026Kestra Advisory Services LLC28,288$1M0.0%+6.7%0.790%
2/12/2026Brooklyn Investment Group8,705$309K0.0%N/A0.243%
2/12/2026Commonwealth Equity Services LLC351,605$12.43M0.0%-1.9%9.821%
2/11/2026Wealthgarden F.S. LLC35,336$1.26M0.8%-7.6%0.987%
2/10/2026 Evolution Wealth Management Inc.42,301$1.50M1.2%-39.6%1.182%
2/10/2026COFG Advisors LLC8,911$315K0.1%N/A0.249%
2/9/2026Harbour Investments Inc.8,067$285K0.0%-16.0%0.225%
2/6/2026Lloyd Advisory Services LLC.8,622$305K0.1%N/A0.241%
2/6/2026 Signature Estate & Investment Advisors LLC44,743$1.58M0.0%+4.3%1.250%
2/6/2026 Brown Wealth Management LLC290,966$10.29M2.7%+4.7%8.128%
2/6/2026HighTower Advisors LLC219,506$7.76M0.0%+0.4%6.131%
2/4/2026OFC Financial Planning LLC30,607$1.08M1.0%+1.2%0.834%
2/2/2026FSA Advisors Inc.21,214$750K0.1%N/A0.578%
1/27/2026Krilogy Financial LLC112,161$4.00M0.1%-12.6%3.056%
1/26/2026AE Wealth Management LLC109,901$3.89M0.0%+71.1%2.995%
1/21/2026 Capital Investment Advisory Services LLC2,296$81K0.0%+30.2%0.063%
1/21/2026 KFG Wealth Management LLC520,081$18.38M2.5%-20.1%14.171%
1/14/2026 Lineweaver Wealth Advisors LLC206,195$7.29M1.0%-1.5%5.618%
1/8/2026Occidental Asset Management LLC10,500$371K0.0%+55.6%0.288%
1/1/2026JPMorgan Chase & Co.7,680$267K0.0%+2,234.3%0.203%
12/2/2025Allworth Financial LP1,400$49K0.0%N/A0.037%
11/19/2025Sunbelt Securities Inc.341,300$11.87M0.8%+30.1%9.029%
11/17/2025Susquehanna International Group LLP15,301$532K0.0%N/A0.405%
11/17/2025OFC Financial Planning LLC30,248$1.05M1.0%-1.9%0.800%
11/17/2025Citadel Advisors LLC8,308$289K0.0%N/A0.220%
11/10/2025Aire Advisors LLC76,194$2.65M0.5%-4.6%2.016%
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11/7/2025JPMorgan Chase & Co.7,680$267K0.0%+2,234.3%0.203%
11/7/2025HighTower Advisors LLC218,581$7.60M0.0%+1.8%5.783%
11/6/2025Krilogy Financial LLC128,301$4.48M0.2%-4.1%3.394%
11/5/2025 Signature Estate & Investment Advisors LLC42,887$1.49M0.0%+7.9%1.135%
11/5/2025Authentikos Wealth Advisory LLC6,641$231K0.2%+6.9%0.176%
11/5/2025Envestnet Asset Management Inc.68,695$2.39M0.0%+1.5%1.817%
11/4/2025 Brown Wealth Management LLC277,938$9.67M2.7%+23.0%7.353%
11/4/2025 Southern Capital Advisors LLC17,430$606K0.3%-4.1%0.461%
11/4/2025Wealthgarden F.S. LLC38,240$1.34M1.0%+5.5%1.012%
11/3/2025AE Wealth Management LLC64,246$2.23M0.0%+713.5%1.700%
10/29/2025Rovin Capital UT ADV137,488$4.78M1.3%-0.7%3.637%
10/23/2025 Evolution Wealth Management Inc.69,977$2.43M2.5%+90.9%1.851%
10/22/2025Commonwealth Equity Services LLC358,374$12.46M0.0%-2.2%9.481%
10/10/2025 Lineweaver Wealth Advisors LLC209,349$7.28M1.1%-0.8%5.628%
10/7/2025 KFG Wealth Management LLC650,656$22.63M3.3%+8.5%17.491%
9/4/2025Osaic Holdings Inc.32,340$1.08M0.0%+5.0%0.916%
8/29/2025 Evolution Wealth Management Inc.36,662$1.22M1.5%N/A1.039%
8/14/2025Planwiser Financial LLC8,875$301K0.3%+15.4%0.251%
8/11/2025 Brown Wealth Management LLC225,910$7.54M2.3%+24.1%6.409%
8/8/2025Cetera Investment Advisers117,029$3.91M0.0%+10.7%3.320%
8/6/2025AE Wealth Management LLC7,897$264K0.0%N/A0.224%
8/6/2025Rovin Capital UT ADV138,506$4.62M1.4%+11.8%3.929%
8/1/2025Envestnet Asset Management Inc.67,684$2.26M0.0%-7.7%1.920%
7/31/2025Stegent Equity Advisors Inc.6,154$205K0.2%N/A0.175%
7/29/2025 Signature Estate & Investment Advisors LLC39,737$1.33M0.0%+4.4%1.127%
7/29/2025Aire Advisors LLC79,857$2.67M0.5%-10.2%2.265%
7/25/2025Atria Wealth Solutions Inc.9,788$327K0.0%-80.9%0.278%
7/16/2025 Southern Capital Advisors LLC18,181$607K0.3%-9.4%0.523%
7/16/2025 Cambridge Advisors Inc.22,520$752K0.2%-4.4%0.648%
7/14/2025 KFG Wealth Management LLC599,871$20.02M3.2%+3.7%17.238%
7/9/2025 Lineweaver Wealth Advisors LLC211,093$7.05M1.1%+0.3%6.075%
7/9/2025Krilogy Financial LLC133,728$4.46M0.3%-6.0%3.848%
6/27/2025Goldman Sachs Group Inc.7,583$238K0.0%N/A0.226%
5/16/2025Signature Estate & Investment Advisors LLC38,065$1.20M0.0%+19.1%1.153%
5/16/2025Goldman Sachs Group Inc.7,583$238K0.0%N/A0.230%
5/14/2025OFC Financial Planning LLC30,352$953K1.1%+1.1%0.920%
5/14/2025Tradition Wealth Management LLC17,834$560K0.0%-5.0%0.540%
5/13/2025HighTower Advisors LLC204,164$6.41M0.0%+6.9%6.187%
5/12/2025Townsquare Capital LLC182,720$5.74M0.1%+5.1%5.537%
5/9/2025Atria Wealth Solutions Inc.51,169$1.61M0.0%-2.8%1.551%
5/8/2025Harbour Investments Inc.9,609$302K0.0%-6.7%0.291%
5/7/2025Brown Wealth Management LLC182,042$5.72M2.0%+4.4%5.516%
5/6/2025Cetera Investment Advisers105,712$3.32M0.0%+4.0%3.203%
5/5/2025Aire Advisors LLC88,938$2.79M0.6%-33.8%2.695%
5/2/2025Lineweaver Wealth Advisors LLC210,499$6.61M1.1%+2.5%6.379%
5/2/2025Wealthgarden F.S. LLC30,638$962K0.9%+4.0%0.928%
5/1/2025Diversify Wealth Management LLC6,878$215K0.0%-12.6%0.208%
4/29/2025Envestnet Asset Management Inc.73,307$2.30M0.0%+4.7%2.221%
4/28/2025Rovin Capital UT ADV123,836$3.89M1.3%N/A3.753%
4/17/2025Authentikos Wealth Advisory LLC6,464$203K0.2%-71.7%0.196%
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4/16/2025Krilogy Financial LLC142,328$4.47M0.3%-9.3%4.313%
4/11/2025KFG Wealth Management LLC578,464$18.17M3.3%+1.5%17.529%
2/18/2025Sunbelt Securities Inc.261,308$8.39M0.7%+8.4%9.011%
2/17/2025Cetera Investment Advisers101,653$3.26M0.0%+17.7%3.505%
2/17/2025Brown Wealth Management LLC174,444$5.59M2.0%N/A6.015%
2/13/2025Townsquare Capital LLC173,883$5.57M0.1%N/A5.996%
2/13/2025Envestnet Asset Management Inc.70,026$2.24M0.0%+6.8%2.415%
2/12/2025JPMorgan Chase & Co.3,820$122K0.0%+68.7%0.132%
2/12/2025Aire Advisors LLC134,261$4.30M0.9%-5.8%4.630%
2/11/2025Signature Estate & Investment Advisors LLC31,952$1.02M0.0%N/A1.102%


PSTP Institutional Ownership - Frequently Asked Questions

During the previous two years, 44 institutional investors and hedge funds held shares of Innovator Power Buffer Step-Up Strategy ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($12.43M), Sunbelt Securities Inc. ($11.28M), Brown Wealth Management LLC ($10.29M), KFG Wealth Management LLC ($8.69M), HighTower Advisors LLC ($7.76M), Lineweaver Wealth Advisors LLC ($7.29M), and Townsquare Capital LLC ($5.74M).Learn more on Innovator Power Buffer Step-Up Strategy ETF's institutional investors.

Of the 38 institutional investors that purchased Innovator Power Buffer Step-Up Strategy ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brown Wealth Management LLC ($290.97K), Townsquare Capital LLC ($182.72K), Rovin Capital UT ADV ($138.51K), HighTower Advisors LLC ($134.44K), Sunbelt Securities Inc. ($126.96K), KFG Wealth Management LLC ($110.14K), and AE Wealth Management LLC ($109.90K).

Institutional investors have bought a total of 631,490 shares in the last 24 months. This purchase volume represents approximately $21.86M in transactions.

Of the 17 institutional investors that sold Innovator Power Buffer Step-Up Strategy ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: KFG Wealth Management LLC ($398.65K), Sunbelt Securities Inc. ($33.35K), Krilogy Financial LLC ($29.20K), Evolution Wealth Management Inc. ($27.68K), Aire Advisors LLC ($14.92K), Commonwealth Equity Services LLC ($14.74K), and FSA Advisors Inc. ($10.71K).

Institutional investors have sold a total of 551,825 shares in the last 24 months. This volume of shares sold represents approximately $19.18M in transactions.



This page (NYSEARCA:PSTP) was last updated on 7/25/2026 by MarketBeat.com Staff.
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