Diversify Wealth Management’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Diversify 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	$303K	Hold	7,731	–	–	0.01%	1051
2026 Q1	$294K	Sell	7,731 -116	-1%	-$4.3K	0.01%	967
2025 Q4	$294K	Hold	7,847	–	–	0.01%	530
2025 Q3	$289K	Sell	7,847 -683	-8%	-$24.2K	0.02%	461
2025 Q2	$303K	Sell	8,530 -623	-7%	-$20.4K	0.02%	458
2025 Q1	$294K	Sell	9,153 -216	-2%	-$7.21K	0.02%	438
2024 Q4	$310K	Hold	9,369	–	–	0.02%	426
2024 Q3	$307K	Buy	+9,369	New	+$298K	0.03%	396

Other funds holding BSTP

DBRC

D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

CTFG

Capstone Triton Financial Group Oklahoma City, Oklahoma $174M AUM 45.26% 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

Diversify Wealth Management's BSTP Position: Q2 2026 in Review

Diversify Wealth Management held its Innovator Buffer Step-Up Strategy ETF (BSTP) position steady in Q2 2026 at 7,731 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #1051.

Diversify Wealth Management first reported a position in BSTP in Q3 2024 and has held it in 8 quarters since. The position peaked at $310K in Q4 2024. 39 funds tracked by Wall St. Rank hold BSTP as of Q2 2026.

Diversify Wealth Management held 7,731 shares of Innovator Buffer Step-Up Strategy ETF worth $303K as of Q2 2026.
Diversify 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 Diversify Wealth Management's portfolio in Q2 2026, its #1051 holding.
Diversify Wealth Management first reported a position in Innovator Buffer Step-Up Strategy ETF in Q3 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Innovator Buffer Step-Up Strategy ETF position peaked at $310K in Q4 2024.
39 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.