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Allworth Financial’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Allworth Financial’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
Q1 		$30.6K Sell
850
-1,204
-59% -$44.6K ﹤0.01% 2691
2025
Q4 		$76.3K Hold
2,054
– – ﹤0.01% 1923
2025
Q3 		$74.7K Buy
2,054
+850
+71% +$30.1K ﹤0.01% 1850
2025
Q2 		$41.6K Hold
1,204
– – ﹤0.01% 2065
2025
Q1 		$38.3K Hold
1,204
– – ﹤0.01% 1683
2024
Q4 		$41K Buy
+1,204
New +$40K ﹤0.01% 1677

Other funds holding BSTP

DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CTFG
Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return
CA
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Allworth Financial's BSTP Position: Q1 2026 in Review

Allworth Financial reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 59% in Q1 2026, selling an estimated $44.6K and leaving 850 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2691.

Allworth Financial first reported a position in BSTP in Q4 2024 and has held it in 6 quarters since. The position peaked at $76.3K in Q4 2025. 41 funds tracked by Wall St. Rank hold BSTP as of Q1 2026.

  • Allworth Financial held 850 shares of Innovator Buffer Step-Up Strategy ETF worth $30.6K as of Q1 2026.
  • Allworth Financial sold 1,204 Innovator Buffer Step-Up Strategy ETF shares in Q1 2026, an estimated $44.6K.
  • Innovator Buffer Step-Up Strategy ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2691 holding.
  • Allworth Financial first reported a position in Innovator Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 6 quarters since.
  • Allworth Financial's Innovator Buffer Step-Up Strategy ETF position peaked at $76.3K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.