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 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 $419M AUM 15.03% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CTFG

Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

Diversify Wealth Management's BSTP Position: Q1 2026 in Review

Diversify Wealth Management reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 1.5% in Q1 2026, selling an estimated $4.3K and leaving 7,731 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #967.

Diversify Wealth Management first reported a position in BSTP in Q3 2024 and has held it in 7 quarters since. The position peaked at $310K in Q4 2024. 41 funds tracked by Wall St. Rank hold BSTP as of Q1 2026.

Diversify Wealth Management held 7,731 shares of Innovator Buffer Step-Up Strategy ETF worth $294K as of Q1 2026.
Diversify Wealth Management sold 116 Innovator Buffer Step-Up Strategy ETF shares in Q1 2026, an estimated $4.3K.
Innovator Buffer Step-Up Strategy ETF made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #967 holding.
Diversify Wealth Management first reported a position in Innovator Buffer Step-Up Strategy ETF in Q3 2024 and has held it in 7 quarters since.
Diversify Wealth Management's Innovator Buffer Step-Up Strategy ETF position peaked at $310K in Q4 2024.
41 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.