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

Stegent Equity Advisors, Inc.

$84.8 Million
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 04, 2025	BUY	$31.29 - $32.43 $196,250 - $203,400	6,272 New	6,272 $200,000
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

38

Shares Held

2.82M

Call Options Held

0

Put Options Held

0

Kfg Wealth Management, LLC Granger, IN

578K
Shares

$19.3 Million
4.65% of portfolio
Sunbelt Securities, Inc. Houston, TX

320K
Shares

$10.7 Million
0.99% of portfolio
Commonwealth Equity Services, LLC

271K
Shares

$9.04 Million
0.01% of portfolio
Lineweaver Wealth Advisors, LLC

211K
Shares

$7.05 Million
1.26% of portfolio
High Tower Advisors, LLC Chicago, IL

204K
Shares

$6.82 Million
0.01% of portfolio

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