Stegent Equity Advisors, Inc. Innovator Etfs Tr Pwr Buffer S Transaction History

Stegent Equity Advisors, Inc.

$77.8 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	SELL	$28.01 - $29.5 $407,685 - $429,372	-14,555 Reduced 23.85%	46,469 $1.37 Million
Q4 2023 Feb 05, 2024	SELL	$26.08 - $28.24 $134,598 - $145,746	-5,161 Reduced 7.8%	61,024 $1.72 Million
Q3 2023 Oct 24, 2023	SELL	$26.57 - $27.68 $77,903 - $81,157	-2,932 Reduced 4.24%	66,185 $1.76 Million
Q2 2023 Aug 04, 2023	SELL	$25.89 - $27.31 $204,505 - $215,721	-7,899 Reduced 10.26%	69,117 $1.89 Million
Q1 2023 Apr 17, 2023	BUY	$24.71 - $26.11 $469,144 - $495,724	18,986 Added 32.72%	77,016 $2 Million
Q4 2022 Feb 02, 2023	SELL	$23.54 - $25.5 $334,715 - $362,584	-14,219 Reduced 19.68%	58,030 $1.44 Million
Q3 2022 Oct 21, 2022	BUY	$23.59 - $25.74 $353,897 - $386,151	15,002 Added 26.21%	72,249 $1.7 Million
Q2 2022 Aug 10, 2022	BUY	$23.74 - $26.77 $1.36 Million - $1.53 Million	57,247 New	57,247 $1.39 Million

Others Institutions Holding PSTP

# of Institutions

31

Shares Held

2.12M

Call Options Held

0

Put Options Held

0

Kfg Wealth Management, LLC Granger, IN

541K
Shares

$17 Million
4.95% of portfolio
Commonwealth Equity Services, LLC

281K
Shares

$8.85 Million
0.01% of portfolio
Sunbelt Securities, Inc. Houston, TX

244K
Shares

$7.67 Million
0.83% of portfolio
Lineweaver Wealth Advisors, LLC

206K
Shares

$6.49 Million
1.31% of portfolio
Aire Advisors, LLC Beverly Hills, CA

196K
Shares

$6.18 Million
1.39% of portfolio

About INNOVATOR ETFS TR PWR BUFFER S

Ticker PSTP
Sector ETFs
Industry ETFs

More about PSTP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stegent Equity Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stegent Equity Advisors, Inc. with notifications on news.