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

KFG 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
Q2 		$224K Buy
5,683
+68
+1% +$2.62K 0.03% 209
2026
Q1 		$202K Sell
5,615
-54
-1% -$2K 0.03% 214
2025
Q4 		$210K Sell
5,669
-2,692
-32% -$98.7K 0.03% 207
2025
Q3 		$304K Buy
8,361
+227
+3% +$8.04K 0.04% 169
2025
Q2 		$281K Buy
8,134
+111
+1% +$3.64K 0.05% 170
2025
Q1 		$260K Buy
8,023
+646
+9% +$21.6K 0.05% 169
2024
Q4 		$245K Buy
+7,377
New +$245K 0.05% 165

Other funds holding BSTP

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
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 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
VCWM
Vista Cima Wealth Management Surprise, Arizona $134M AUM 25.81% 1-Year Est. Return
OFP
OFC Financial Planning Short Hills, New Jersey $113M AUM 26.89% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KFG Wealth Management's BSTP Position: Q2 2026 in Review

KFG Wealth Management increased its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 1.2% in Q2 2026, buying an estimated $2.62K and bringing the position to 5,683 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #209.

KFG Wealth Management first reported a position in BSTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $304K in Q3 2025. 26 funds tracked by Wall St. Rank hold BSTP as of Q2 2026.

  • KFG Wealth Management held 5,683 shares of Innovator Buffer Step-Up Strategy ETF worth $224K as of Q2 2026.
  • KFG Wealth Management bought 68 Innovator Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $2.62K.
  • Innovator Buffer Step-Up Strategy ETF made up 0.03% of KFG Wealth Management's portfolio in Q2 2026, its #209 holding.
  • KFG Wealth Management first reported a position in Innovator Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • KFG Wealth Management's Innovator Buffer Step-Up Strategy ETF position peaked at $304K in Q3 2025.
  • 26 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2026.

Based on KFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.