Innovator PWR Buff Su St ETFPSTPETF

13F holders, Q1 2024 (March 31)
26holders
$29.50avg. 13F price*

At the end of Q1 2024, 26 institutions reported holding Innovator PWR Buff Su St ETF (PSTP) in their 13F filings. The largest holders were KFG Wealth Management, LLC ($14.0M), Aire Advisors, LLC ($11.2M) and Commonwealth Equity Services, LLC ($8.3M).

Company
Innovator PWR Buff Su St ETF
CUSIP
45783Y723
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 26Q1 2024Q2 2024: 29Q2 2024Q3 2024: 29Q3 2024Q4 2024: 34Q4 2024Q1 2025: 38Q1 2025Q2 2025: 38Q2 2025Q3 2025: 41Q3 2025Q4 2025: 46Q4 2025Q1 2026: 49Q1 2026Q2 2026: 54Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions2$604K
Exits2$351K

Ownership 26 holders

KFG Wealth Management, LLC 5.73% Add +3.5% 472,811 $14.0M
Aire Advisors, LLC 2.52% Add +0.7% 378,357 $11.2M
Commonwealth Equity Services, LLC 0.01% Add +5.6% 281,741 $8.3M
Sunbelt Securities, Inc. 0.77% Reduce -19.6% 235,098 $6.9M
Krilogy Financial LLC 0.47% Reduce -14.5% 206,150 $6.1M
Lineweaver Wealth Advisors, LLC 1.38% Add +8.6% 196,560 $5.8M
Envestnet Asset Management Inc. 0.00% Add +15.0% 46,485 $1.4M
Stegent Equity Advisors, Inc. 1.39% Reduce -23.9% 46,469 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -14.4% 41,843 $1.2M
Cetera Investment Advisers 0.00% Add +111.7% 40,695 $1.2M
Tradition Wealth Management, LLC 0.12% Reduce -6.6% 38,550 $1.1M
Cambridge Advisors Inc. 0.20% No change 28,722 $847K
Southern Capital Advisors, LLC 0.36% Add +43.8% 20,077 $592K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.9% 14,178 $418K
Modera Wealth Management, LLC 0.01% No change 13,842 $408K
HighTower Advisors, LLC 0.00% New 12,391 $365K
Thrivent Financial for Lutherans 0.00% Reduce -10.9% 8,922 $263K
Cape Investment Advisory, Inc. 0.12% Reduce -28.6% 8,504 $251K
Old Mission Capital LLC 0.01% New 8,085 $239K
Atria Wealth Solutions, Inc. 0.00% Add +7.8% 7,745 $229K
FSA Advisors, Inc. 0.24% Add +1.6% 7,653 $226K
Harbour Investments, Inc. 0.01% Add +23.2% 7,070 $209K
JPMorgan Chase & Co. 0.00% Add +473.1% 6,539 $193K
UBS Group AG 0.00% Add +331.5% 3,029 $89K
Morgan Stanley 0.00% No change 126 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $296

"% of holder's portfolio" is PSTP's weight in each manager's 13F, not the share of Innovator PWR Buff Su St ETF the manager owns.