AE Wealth Management’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

AE Wealth Management’s Portfolio BSTP Stock Details BSTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.46K	Hold	37	–	–	﹤0.01%	2569
2026 Q1	$1.33K	Hold	37	–	–	﹤0.01%	2499
2025 Q4	$1.37K	Hold	37	–	–	﹤0.01%	2366
2025 Q3	$1.35K	Hold	37	–	–	﹤0.01%	2199
2025 Q2	$1.28K	Hold	37	–	–	﹤0.01%	2068
2025 Q1	$1.2K	Hold	37	–	–	﹤0.01%	2062
2024 Q4	$1.23K	Buy	+37	New	+$1.23K	﹤0.01%	2024

Other funds holding BSTP

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

OFP

OFC Financial Planning Short Hills, New Jersey $113M AUM 26.89% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

AE Wealth Management's BSTP Position: Q2 2026 in Review

AE Wealth Management held its Innovator Buffer Step-Up Strategy ETF (BSTP) position steady in Q2 2026 at 37 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

AE Wealth Management first reported a position in BSTP in Q4 2024 and has held it in 7 quarters since. 24 funds tracked by Wall St. Rank hold BSTP as of Q2 2026.

AE Wealth Management held 37 shares of Innovator Buffer Step-Up Strategy ETF worth $1.46K as of Q2 2026.
AE Wealth Management left its Innovator Buffer Step-Up Strategy ETF share count unchanged in Q2 2026.
Innovator Buffer Step-Up Strategy ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2569 holding.
AE Wealth Management first reported a position in Innovator Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 7 quarters since.
24 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.