PSTP — INNOVATOR ETFS TRUST

Ownership history in BROWN WEALTH MANAGEMENT, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which BROWN WEALTH MANAGEMENT, LLC reported a position in INNOVATOR ETFS TRUST (PSTP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.71% (2025 Q3)
Avg. % of fund
2.34%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 290,966 +13,028 +4.7% 2.71% $10.3M $35.35
2025 Q3 ADDED 277,938 +52,028 +23.0% 2.71% $9.7M $34.78
2025 Q2 ADDED 225,910 +43,868 +24.1% 2.34% $7.5M $33.37
2025 Q1 ADDED 182,042 +7,598 +4.4% 1.97% $5.7M $31.41
2024 Q4 INITIATED 174,444 — — 1.98% $5.6M $32.03
% of Fund (quarterly)    PSTP price (monthly, adj. close)

Other funds also holding PSTP

As of 2025 Q4 — sorted by position size

KFG WEALTH MANAGEMENT, LLC 3Y 2.46% ROVIN CAPITAL /UT/ /ADV 3Y 1.31% Lineweaver Wealth Advisors, LLC 3Y 0.99% Sunbelt Securities, Inc. 3Y 7Y 0.85% WEALTHGARDEN F.S. LLC 0.83% AIRE ADVISORS, LLC 3Y 0.49% SOUTHERN CAPITAL ADVISORS, LLC 3Y 0.28% FSA Advisors, Inc. 0.25% Stegent Equity Advisors, Inc. 3Y 0.17% Cambridge Advisors Inc. 3Y 7Y 0.15%
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