D.B. Root & Company
BSTP icon

D.B. Root & Company’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

D.B. Root & Company’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
Q3 		$8.54M Sell
212,699
-4,815
-2% -$192K 1.84% 10
2026
Q2 		$8.55M Buy
217,514
+6,076
+3% +$234K 1.82% 10
2026
Q1 		$7.61M Sell
211,438
-10,532
-5% -$390K 1.82% 9
2025
Q4 		$8.24M Buy
221,970
+6,138
+3% +$225K 2.01% 9
2025
Q3 		$7.85M Sell
215,832
-4,192
-2% -$148K 1.99% 10
2025
Q2 		$7.6M Buy
220,024
+29,904
+16% +$981K 2.24% 8
2025
Q1 		$6.15M Buy
190,120
+13,348
+8% +$446K 1.99% 8
2024
Q4 		$5.87M Buy
176,772
+8,395
+5% +$279K 1.87% 9
2024
Q3 		$5.51M Buy
168,377
+29,855
+22% +$948K 1.82% 11
2024
Q2 		$4.35M Buy
138,522
+58,665
+73% +$1.78M 1.48% 15
2024
Q1 		$2.42M Buy
79,857
+25,842
+48% +$758K 0.82% 24
2023
Q4 		$1.54M Sell
54,015
-537
-1% -$14.6K 0.56% 39
2023
Q3 		$1.44M Buy
54,552
+46,595
+586% +$1.26M 0.56% 39
2023
Q2 		$216K Buy
+7,957
New +$206K 0.08% 164

Other funds holding BSTP

Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return
Cambridge Advisors
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return
OFC Financial Planning
OFC Financial Planning Short Hills, New Jersey $116M AUM 19.59% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

D.B. Root & Company's BSTP Position: Q3 2026 in Review

D.B. Root & Company reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 2.2% in Q3 2026, selling an estimated $192K and leaving 212,699 shares worth $8.54M. The position accounts for 1.84% of the portfolio, ranked #10.

D.B. Root & Company first reported a position in BSTP in Q2 2023 and has held it in 14 quarters since. The position peaked at $8.55M in Q2 2026. 26 funds tracked by Wall St. Rank hold BSTP as of Q3 2026.

  • D.B. Root & Company held 212,699 shares of Innovator Buffer Step-Up Strategy ETF worth $8.54M as of Q3 2026.
  • D.B. Root & Company sold 4,815 Innovator Buffer Step-Up Strategy ETF shares in Q3 2026, an estimated $192K.
  • Innovator Buffer Step-Up Strategy ETF made up 1.84% of D.B. Root & Company's portfolio in Q3 2026, its #10 holding.
  • D.B. Root & Company first reported a position in Innovator Buffer Step-Up Strategy ETF in Q2 2023 and has held it in 14 quarters since.
  • D.B. Root & Company's Innovator Buffer Step-Up Strategy ETF position peaked at $8.55M in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.