PSTP β€” INNOVATOR ETFS TR

Ownership history in Lineweaver Wealth Advisors, LLC  Β·  10 quarters on record

AI Ownership Summary

Lineweaver Wealth Advisors, LLC reported INNOVATOR ETFS TR (PSTP) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.38% in 2024 Q1. The latest visible filing shows PSTP at 0.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PSTP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lineweaver Wealth Advisors, LLC's position in INNOVATOR ETFS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PSTP was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.38% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lineweaver Wealth Advisors, LLC held PSTP β€” position size vs. price
% of Fund (quarterly)    PSTP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 206,195 -3,154 -1.5% 0.99% $7.3M 2026-02-14 (Est.) $35.31
2025 Q3 REDUCED 209,349 -1,744 -0.8% 1.07% $7.3M 2025-10-10 $34.46
2025 Q2 ADDED 211,093 +594 +0.3% 1.11% $7.0M 2025-07-09 $33.56
2025 Q1 ADDED 210,499 +5,222 +2.5% 1.13% $6.6M 2025-05-02 $31.72
2024 Q4 REDUCED 205,277 -987 -0.5% 1.22% $6.6M 2025-02-05 $32.60
2024 Q3 ADDED 206,264 +3,490 +1.7% 1.24% $6.5M 2024-10-25 $31.64
2024 Q2 ADDED 202,774 +6,214 +3.2% 1.28% $6.2M 2024-08-02 $30.18
2024 Q1 ADDED 196,560 +15,573 +8.6% 1.38% $5.8M 2024-04-30 $29.12
2023 Q4 ADDED 180,987 +13,527 +8.1% 1.32% $5.1M 2024-01-19 $28.50
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Lineweaver Wealth Advisors, LLC and PSTP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lineweaver Wealth Advisors, LLC reported owning PSTP?

Lineweaver Wealth Advisors, LLC reported PSTP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PSTP position in Lineweaver Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for PSTP was 1.38% in 2024 Q1.

What is the latest reported PSTP position on this page?

The most recent filing on this page is 2025 Q4, when Lineweaver Wealth Advisors, LLC reported 206,195 shares, equal to 0.99% of portfolio, with an estimated market value of $7.3M.

What does the chart on this PSTP ownership page compare?

The chart compares Lineweaver Wealth Advisors, LLC's quarterly PSTP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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