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Freedom Investment Management’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Freedom Investment 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
2025
Q3 		– Sell
-27,109
Closed -$936K – 234
2025
Q2 		$936K Sell
27,109
-1,672
-6% -$54.8K 0.07% 262
2025
Q1 		$931K Buy
28,781
+4,706
+20% +$157K 0.08% 256
2024
Q4 		$800K Sell
24,075
-2,002
-8% -$66.5K 0.07% 297
2024
Q3 		$853K Buy
26,077
+6,220
+31% +$198K 0.07% 290
2024
Q2 		$623K Buy
19,857
+10,545
+113% +$321K 0.05% 361
2024
Q1 		$282K Buy
9,312
+901
+11% +$26.4K 0.02% 631
2023
Q4 		$239K Buy
8,411
+643
+8% +$17.5K 0.02% 665
2023
Q3 		$205K Sell
7,768
-1,922
-20% -$52.2K 0.03% 623
2023
Q2 		$262K Sell
9,690
-340
-3% -$8.82K 0.03% 581
2023
Q1 		$255K Sell
10,030
-146
-1% -$3.63K 0.03% 597
2022
Q4 		$245K Buy
+10,176
New +$244K 0.03% 620

Other funds holding BSTP

SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
RC
Rovin Capital Mesa, Arizona $377M AUM 13.67% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
CTFG
Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return
VCWM
Vista Cima Wealth Management Surprise, Arizona $101M AUM 21.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freedom Investment Management's BSTP Position: Q3 2025 in Review

Freedom Investment Management sold out of Innovator Buffer Step-Up Strategy ETF (BSTP) in Q3 2025, closing a stake of 27,109 shares — an estimated $936K sold.

Freedom Investment Management first reported a position in BSTP in Q4 2022 and held it in 11 quarters. The position peaked at $936K in Q2 2025. 40 funds tracked by Wall St. Rank hold BSTP as of Q3 2025.

  • Freedom Investment Management reported no remaining Innovator Buffer Step-Up Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • Freedom Investment Management sold 27,109 Innovator Buffer Step-Up Strategy ETF shares in Q3 2025, an estimated $936K.
  • Freedom Investment Management first reported a position in Innovator Buffer Step-Up Strategy ETF in Q4 2022 and held it in 11 quarters.
  • Freedom Investment Management's Innovator Buffer Step-Up Strategy ETF position peaked at $936K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.