AssetMark Inc
BSTP icon

AssetMark Inc’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

AssetMark Inc’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 		$10.1K Buy
+280
New +$10.4K ﹤0.01% 2312
2025
Q4 		– Sell
-1,299
Closed -$47.2K – 3382
2025
Q3 		$47.2K Buy
+1,299
New +$46K ﹤0.01% 1653

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 $1.94B AUM 25.76% 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 $71.6B AUM 21.08% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

AssetMark Inc's BSTP Position: Q1 2026 in Review

AssetMark Inc opened a new position in Innovator Buffer Step-Up Strategy ETF (BSTP) in Q1 2026: 280 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #2312 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in BSTP as recently as Q3 2025.

AssetMark Inc first reported a position in BSTP in Q3 2025 and has held it in 2 quarters since. The position peaked at $47.2K in Q3 2025. 41 funds tracked by Wall St. Rank hold BSTP as of Q1 2026.

  • AssetMark Inc held 280 shares of Innovator Buffer Step-Up Strategy ETF worth $10.1K as of Q1 2026.
  • Innovator Buffer Step-Up Strategy ETF was a new AssetMark Inc position in Q1 2026.
  • Innovator Buffer Step-Up Strategy ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #2312 holding.
  • AssetMark Inc first reported a position in Innovator Buffer Step-Up Strategy ETF in Q3 2025 and has held it in 2 quarters since.
  • AssetMark Inc's Innovator Buffer Step-Up Strategy ETF position peaked at $47.2K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.