GM
BSTP icon

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
Q2 		$629K Buy
16,002
+1,052
+7% +$40.5K 0.02% 440
2026
Q1 		$538K Buy
+14,950
New +$554K 0.02% 460

Other funds holding BSTP

DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $471M AUM 19.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CA
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
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GeoWealth Management's BSTP Position: Q2 2026 in Review

GeoWealth Management increased its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 7% in Q2 2026, buying an estimated $40.5K and bringing the position to 16,002 shares worth $629K. The position accounts for 0.02% of the portfolio, ranked #440.

GeoWealth Management first reported a position in BSTP in Q1 2026 and has held it in 2 quarters since. 39 funds tracked by Wall St. Rank hold BSTP as of Q2 2026.

  • GeoWealth Management held 16,002 shares of Innovator Buffer Step-Up Strategy ETF worth $629K as of Q2 2026.
  • GeoWealth Management bought 1,052 Innovator Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $40.5K.
  • Innovator Buffer Step-Up Strategy ETF made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #440 holding.
  • GeoWealth Management first reported a position in Innovator Buffer Step-Up Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 39 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2026.

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