Blue Bell Private Wealth Management’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Blue Bell Private 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	$1.77K	Hold	45	–	–	﹤0.01%	667
2026 Q1	$1.62K	Hold	45	–	–	﹤0.01%	664
2025 Q4	$1.67K	Hold	45	–	–	﹤0.01%	655
2025 Q3	$1.64K	Hold	45	–	–	﹤0.01%	655
2025 Q2	$1.55K	Hold	45	–	–	﹤0.01%	646
2025 Q1	$1.46K	Hold	45	–	–	﹤0.01%	643
2024 Q4	$1.49K	Hold	45	–	–	﹤0.01%	604
2024 Q3	$1.47K	Hold	45	–	–	﹤0.01%	626
2024 Q2	$1.41K	Hold	45	–	–	﹤0.01%	651
2024 Q1	$1.36K	Hold	45	–	–	﹤0.01%	660
2023 Q4	$1.28K	Hold	45	–	–	﹤0.01%	656
2023 Q3	$1.19K	Hold	45	–	–	﹤0.01%	615
2023 Q2	$1.22K	Hold	45	–	–	﹤0.01%	626
2023 Q1	$1.14K	Hold	45	–	–	﹤0.01%	602
2022 Q4	$1.08K	Hold	45	–	–	﹤0.01%	625
2022 Q3	$1K	Hold	45	–	–	﹤0.01%	650
2022 Q2	$1K	Buy	+45	New	+$1.12K	﹤0.01%	694

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

VCWM

Vista Cima Wealth Management Surprise, Arizona $134M AUM 25.81% 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

Blue Bell Private Wealth Management's BSTP Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Innovator Buffer Step-Up Strategy ETF (BSTP) position steady in Q2 2026 at 45 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Blue Bell Private Wealth Management first reported a position in BSTP in Q2 2022 and has held it in 17 quarters since. 26 funds tracked by Wall St. Rank hold BSTP as of Q2 2026.

Blue Bell Private Wealth Management held 45 shares of Innovator Buffer Step-Up Strategy ETF worth $1.77K as of Q2 2026.
Blue Bell Private 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 Blue Bell Private Wealth Management's portfolio in Q2 2026, its #667 holding.
Blue Bell Private Wealth Management first reported a position in Innovator Buffer Step-Up Strategy ETF in Q2 2022 and has held it in 17 quarters since.
26 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.