Innovator Power Buffer Step-Up Strategy is an exchange-traded fund on ARCA. As of Q3 2025, 40 institutional investors hold shares in this ETF, with total holdings valued at $105.3M. KFG WEALTH MANAGEMENT, LLC is the largest holder with a position valued at $22.6M.
Overview of institutional ownership in PSTP as of Q3 2025
Institutions with the largest positions in PSTP as of Q3 2025
| Institution | Position Value |
|---|---|
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | $22.6M 3.32% of portfolio |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $12.5M 0.02% of portfolio |
Sunbelt Securities, Inc. RIA/Wealth | $11.9M 0.83% of portfolio |
BROWN WEALTH MANAGEMENT, LLC RIA/Wealth | $9.7M 2.72% of portfolio |
HighTower Advisors, LLC RIA/Wealth | $7.6M 0.01% of portfolio |
Lineweaver Wealth Advisors, LLC RIA/Wealth | $7.3M 1.09% of portfolio |
FINANCIAL ADVISORY CORP /UT/ /ADV RIA/Wealth | $4.8M 1.38% of portfolio |
Krilogy Financial LLC RIA/Wealth | $4.5M 0.17% of portfolio |
Cetera Investment Advisers RIA/Wealth | $4.4M 0.01% of portfolio |
AIRE ADVISORS, LLC RIA/Wealth | $2.7M 0.48% of portfolio |
Institutional buying and selling activity for PSTP in Q3 2025
| Institution | Net Bought |
|---|---|
Sunbelt Securities, Inc. RIA/Wealth | +$2.7M +78.9K shares |
AE Wealth Management LLC RIA/Wealth | +$2.0M +56.3K shares |
BROWN WEALTH MANAGEMENT, LLC RIA/Wealth | +$1.8M +52.0K shares |
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | +$1.8M +50.8K shares |
Kestra Advisory Services, LLC RIA/Wealth | +$922.1K +26.5K shares |
L LPL Financial LLC Institution | +$665.8K +19.1K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$532.2K +15.3K shares |
Cetera Investment Advisers RIA/Wealth | +$333.2K +9.6K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$289.0K +8.3K shares |
JPMORGAN CHASE & CO Institution | +$255.7K +7.4K shares |
| Institution | Net Sold |
|---|---|
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | −$277.3K −8.0K shares |
−$202.3K −6.1K shares | |
Krilogy Financial LLC RIA/Wealth | −$189.6K −5.4K shares |
AIRE ADVISORS, LLC RIA/Wealth | −$127.4K −3.7K shares |
Lineweaver Wealth Advisors, LLC RIA/Wealth | −$60.7K −1.7K shares |
Tradition Wealth Management, LLC RIA/Wealth | −$60.1K −1.7K shares |
FINANCIAL ADVISORY CORP /UT/ /ADV RIA/Wealth | −$35.4K −1.0K shares |
SOUTHERN CAPITAL ADVISORS, LLC RIA/Wealth | −$26.1K −751.0 shares |
OFC FINANCIAL PLANNING, LLC Private Equity | −$20.0K −575.0 shares |
DIVERSIFY WEALTH MANAGEMENT, LLC RIA/Wealth | −$3.8K −109.0 shares |
Institutions that initiated new positions or completely exited PSTP in Q3 2025
| Institution | Position Value |
|---|---|
Kestra Advisory Services, LLC RIA/Wealth | $922.1K 26.5K shares |
L LPL Financial LLC Institution | $665.8K 19.1K shares |
Hanson McClain, Inc. RIA/Wealth | $48.7K 1.4K shares |
CoreCap Advisors, LLC RIA/Wealth | $13.5K 388.0 shares |
| Institution | Previous Position |
|---|---|
$202.3K 6.1K shares | |
BARCLAYS PLC Institution | - 3.0 shares |
Institutions with the largest Call and Put options positions in PSTP as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with PSTP as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
KFG WEALTH MANAGEMENT, LLC RIA/Wealth | 3.32% $22.6M |
BROWN WEALTH MANAGEMENT, LLC RIA/Wealth | 2.72% $9.7M |
FINANCIAL ADVISORY CORP /UT/ /ADV RIA/Wealth | 1.38% $4.8M |
Lineweaver Wealth Advisors, LLC RIA/Wealth | 1.09% $7.3M |
OFC FINANCIAL PLANNING, LLC Private Equity | 1.04% $1.1M |
WEALTHGARDEN F.S. LLC Private Equity | 1.01% $1.3M |
Sunbelt Securities, Inc. RIA/Wealth | 0.83% $11.9M |
AIRE ADVISORS, LLC RIA/Wealth | 0.48% $2.7M |
William Mack & Associates, Inc. RIA/Wealth | 0.41% $756.5K |
SOUTHERN CAPITAL ADVISORS, LLC RIA/Wealth | 0.28% $606.2K |
Discover hedge funds investing in PSTP

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
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