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 Q3	$290K	Sell	7,154 -577	-7%	-$23K	﹤0.01%	1105
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%	-$7.22K	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

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Diversify Wealth Management's BSTP Position: Q3 2026 in Review

Diversify Wealth Management reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 7.5% in Q3 2026, selling an estimated $23K and leaving 7,154 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Diversify Wealth Management first reported a position in BSTP in Q3 2024 and has held it in 9 quarters since. The position peaked at $310K in Q4 2024. 7 funds tracked by Wall St. Rank hold BSTP as of Q3 2026.

Diversify Wealth Management held 7,154 shares of Innovator Buffer Step-Up Strategy ETF worth $290K as of Q3 2026.
Diversify Wealth Management sold 577 Innovator Buffer Step-Up Strategy ETF shares in Q3 2026, an estimated $23K.
Innovator Buffer Step-Up Strategy ETF made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1105 holding.
Diversify Wealth Management first reported a position in Innovator Buffer Step-Up Strategy ETF in Q3 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Innovator Buffer Step-Up Strategy ETF position peaked at $310K in Q4 2024.
7 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.