PSTP — INNOVATOR ETFS TRUST

Ownership history in WEALTHGARDEN F.S. LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which WEALTHGARDEN F.S. 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
1.02% (2025 Q2)
Avg. % of fund
0.9%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 35,336 -2,904 -7.6% 0.83% $1.3M $35.35
2025 Q3 ADDED 38,240 +1,989 +5.5% 0.95% $1.3M $34.78
2025 Q2 ADDED 36,251 +5,613 +18.3% 1.02% $1.2M $33.37
2025 Q1 ADDED 30,638 +1,185 +4.0% 0.92% $962K $31.41
2024 Q4 ADDED 29,453 +4,186 +16.6% 0.88% $943K $32.03
2024 Q2 INITIATED 25,267 — — 0.81% $770K —
% of Fund (quarterly)    PSTP price (monthly, adj. close)

Other funds also holding PSTP

As of 2025 Q4 — sorted by position size

BROWN WEALTH MANAGEMENT, LLC 2.71% 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% 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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