Commonwealth Equity Services’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Commonwealth Equity Services’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	$1.56M	Sell	39,690 -16,092	-29%	-$619K	﹤0.01%	2349
2026 Q1	$2.01M	Sell	55,782 -19,961	-26%	-$740K	﹤0.01%	2013
2025 Q4	$2.81M	Sell	75,743 -5,622	-7%	-$206K	﹤0.01%	1728
2025 Q3	$2.96M	Sell	81,365 -4,806	-6%	-$170K	﹤0.01%	1716
2025 Q2	$2.98M	Buy	86,171 +1,170	+1%	+$38.4K	﹤0.01%	1696
2025 Q1	$2.75M	Buy	85,001 +7,741	+10%	+$259K	﹤0.01%	1687
2024 Q4	$2.57M	Sell	77,260 -3,312	-4%	-$110K	﹤0.01%	1694
2024 Q3	$2.64M	Buy	80,572 +3,476	+5%	+$110K	﹤0.01%	1626
2024 Q2	$2.42M	Sell	77,096 -2,708	-3%	-$82.4K	﹤0.01%	1664
2024 Q1	$2.42M	Buy	79,804 +5,101	+7%	+$150K	﹤0.01%	1651
2023 Q4	$2.13M	Buy	74,703 +3,058	+4%	+$83K	﹤0.01%	1652
2023 Q3	$1.89M	Buy	71,645 +8,490	+13%	+$230K	﹤0.01%	1641
2023 Q2	$1.71M	Buy	63,155 +490	+0.8%	+$12.7K	﹤0.01%	1735
2023 Q1	$1.59K	Buy	62,665 +14,378	+30%	+$358K	﹤0.01%	1707
2022 Q4	$1.16M	Buy	48,287 +894	+2%	+$21.5K	﹤0.01%	1872
2022 Q3	$1.08M	Buy	47,393 +9,118	+24%	+$222K	﹤0.01%	1842
2022 Q2	$900K	Buy	38,275 +30,216	+375%	+$755K	﹤0.01%	1978
2022 Q1	$216K	Buy	+8,059	New	+$212K	﹤0.01%	3265

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Commonwealth Equity Services's BSTP Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 29% in Q2 2026, selling an estimated $619K and leaving 39,690 shares worth $1.56M. The position accounts for ﹤0.01% of the portfolio, ranked #2349.

Commonwealth Equity Services first reported a position in BSTP in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.98M in Q2 2025. 24 funds tracked by Wall St. Rank hold BSTP as of Q2 2026.

Commonwealth Equity Services held 39,690 shares of Innovator Buffer Step-Up Strategy ETF worth $1.56M as of Q2 2026.
Commonwealth Equity Services sold 16,092 Innovator Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $619K.
Innovator Buffer Step-Up Strategy ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2349 holding.
Commonwealth Equity Services first reported a position in Innovator Buffer Step-Up Strategy ETF in Q1 2022 and has held it in 18 quarters since.
Commonwealth Equity Services's Innovator Buffer Step-Up Strategy ETF position peaked at $2.98M in Q2 2025.
24 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.