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

Bedel Financial Consulting’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 		$267K Sell
6,794
-579
-8% -$22.3K 0.03% 260
2026
Q1 		$265K Sell
7,373
-1,098
-13% -$40.7K 0.03% 242
2025
Q4 		$315K Sell
8,471
-1,588
-16% -$58.3K 0.03% 215
2025
Q3 		$366K Sell
10,059
-289
-3% -$10.2K 0.05% 195
2025
Q2 		$357K Sell
10,348
-1,971
-16% -$64.6K 0.05% 194
2025
Q1 		$398K Sell
12,319
-670
-5% -$22.4K 0.06% 172
2024
Q4 		$443K Sell
12,989
-477
-4% -$15.9K 0.06% 161
2024
Q3 		$441K Buy
13,466
+2,089
+18% +$66.3K 0.06% 160
2024
Q2 		$357K Sell
11,377
-493
-4% -$15K 0.05% 166
2024
Q1 		$359K Sell
11,870
-3,674
-24% -$108K 0.06% 171
2023
Q4 		$442K Sell
15,544
-1,218
-7% -$33.1K 0.08% 141
2023
Q3 		$443K Sell
16,762
-3,179
-16% -$86.3K 0.09% 133
2023
Q2 		$540K Buy
19,941
+2,380
+14% +$61.7K 0.11% 113
2023
Q1 		$446K Sell
17,561
-1,560
-8% -$38.8K 0.11% 123
2022
Q4 		$461K Sell
19,121
-3,026
-14% -$72.7K 0.11% 118
2022
Q3 		$527K Sell
22,147
-3,872
-15% -$94.5K 0.14% 98
2022
Q2 		$612K Buy
+26,019
New +$650K 0.18% 77

Other funds holding BSTP

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
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
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
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Bedel Financial Consulting's BSTP Position: Q2 2026 in Review

Bedel Financial Consulting reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 7.9% in Q2 2026, selling an estimated $22.3K and leaving 6,794 shares worth $267K. The position accounts for 0.03% of the portfolio, ranked #260.

Bedel Financial Consulting first reported a position in BSTP in Q2 2022 and has held it in 17 quarters since. The position peaked at $612K in Q2 2022. 24 funds tracked by Wall St. Rank hold BSTP as of Q2 2026.

  • Bedel Financial Consulting held 6,794 shares of Innovator Buffer Step-Up Strategy ETF worth $267K as of Q2 2026.
  • Bedel Financial Consulting sold 579 Innovator Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $22.3K.
  • Innovator Buffer Step-Up Strategy ETF made up 0.03% of Bedel Financial Consulting's portfolio in Q2 2026, its #260 holding.
  • Bedel Financial Consulting first reported a position in Innovator Buffer Step-Up Strategy ETF in Q2 2022 and has held it in 17 quarters since.
  • Bedel Financial Consulting's Innovator Buffer Step-Up Strategy ETF position peaked at $612K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.