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 Q3	$228K	Hold	5,683	–	–	0.02%	203
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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

KFG Wealth Management's BSTP Position: Q3 2026 in Review

KFG Wealth Management held its Innovator Buffer Step-Up Strategy ETF (BSTP) position steady in Q3 2026 at 5,683 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #203.

KFG Wealth Management first reported a position in BSTP in Q4 2024 and has held it in 8 quarters since. The position peaked at $304K in Q3 2025. 4 funds tracked by Wall St. Rank hold BSTP as of Q3 2026.

KFG Wealth Management held 5,683 shares of Innovator Buffer Step-Up Strategy ETF worth $228K as of Q3 2026.
KFG Wealth Management left its Innovator Buffer Step-Up Strategy ETF share count unchanged in Q3 2026.
Innovator Buffer Step-Up Strategy ETF made up 0.02% of KFG Wealth Management's portfolio in Q3 2026, its #203 holding.
KFG Wealth Management first reported a position in Innovator Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 8 quarters since.
KFG Wealth Management's Innovator Buffer Step-Up Strategy ETF position peaked at $304K in Q3 2025.
4 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q3 2026.

Based on KFG Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.