Krilogy Financial’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Krilogy Financial’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	$855K	Sell	21,730 -150	-0.7%	-$5.77K	0.03%	446
2026 Q1	$827K	Sell	21,880 -50	-0.2%	-$1.85K	0.03%	426
2025 Q4	$823K	Hold	21,930	–	–	0.03%	401
2025 Q3	$805K	Hold	21,930	–	–	0.03%	389
2025 Q2	$757K	Hold	21,930	–	–	0.04%	197
2025 Q1	$709K	Hold	21,930	–	–	0.05%	185
2024 Q4	$728K	Hold	21,930	–	–	0.05%	182
2024 Q3	$718K	Sell	21,930 -4,275	-16%	-$136K	0.05%	183
2024 Q2	$822K	Hold	26,205	–	–	0.06%	179
2024 Q1	$793K	Sell	26,205 -1,300	-5%	-$38.1K	0.06%	177
2023 Q4	$783K	Hold	27,505	–	–	0.07%	161
2023 Q3	$726K	Hold	27,505	–	–	0.07%	166
2023 Q2	$745K	Buy	+27,505	New	+$714K	0.07%	164

Other funds holding BSTP

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 Waltham, Massachusetts $79.5B AUM 27.1% 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 Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Krilogy Financial's BSTP Position: Q2 2026 in Review

Krilogy Financial reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 0.69% in Q2 2026, selling an estimated $5.77K and leaving 21,730 shares worth $855K. The position accounts for 0.03% of the portfolio, ranked #446.

Krilogy Financial first reported a position in BSTP in Q2 2023 and has held it in 13 quarters since. 24 funds tracked by Wall St. Rank hold BSTP as of Q2 2026.

Krilogy Financial held 21,730 shares of Innovator Buffer Step-Up Strategy ETF worth $855K as of Q2 2026.
Krilogy Financial sold 150 Innovator Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $5.77K.
Innovator Buffer Step-Up Strategy ETF made up 0.03% of Krilogy Financial's portfolio in Q2 2026, its #446 holding.
Krilogy Financial first reported a position in Innovator Buffer Step-Up Strategy ETF in Q2 2023 and has held it in 13 quarters since.
24 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.