KWM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$281K Buy
8,134
+111
+1% +$3.83K 0.05% 170
2025
Q1 		$260K Buy
8,023
+646
+9% +$20.9K 0.05% 169
2024
Q4 		$245K Buy
+7,377
New +$245K 0.05% 165