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

GeoWealth 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	$538K	Buy	+14,950	New	+$554K	0.02%	460

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

GeoWealth Management's BSTP Position: Q1 2026 in Review

GeoWealth Management opened a new position in Innovator Buffer Step-Up Strategy ETF (BSTP) in Q1 2026: 14,950 shares worth $538K. The stake represents 0.02% of the portfolio and ranks #460 among its holdings.

41 funds tracked by Wall St. Rank hold BSTP as of Q1 2026.

GeoWealth Management held 14,950 shares of Innovator Buffer Step-Up Strategy ETF worth $538K as of Q1 2026.
Innovator Buffer Step-Up Strategy ETF was a new GeoWealth Management position in Q1 2026.
Innovator Buffer Step-Up Strategy ETF made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #460 holding.
41 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.