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

LPL 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 Q3	$594K	Sell	14,790 -615	-4%	-$24.5K	﹤0.01%	4964
2026 Q2	$606K	Sell	15,405 -855	-5%	-$32.9K	﹤0.01%	4854
2026 Q1	$585K	Sell	16,260 -16,812	-51%	-$623K	﹤0.01%	4623
2025 Q4	$1.23M	Sell	33,072 -3,293	-9%	-$121K	﹤0.01%	3860
2025 Q3	$1.32M	Buy	36,365 +584	+2%	+$20.7K	﹤0.01%	3730
2025 Q2	$1.24M	Sell	35,781 -156	-0.4%	-$5.12K	﹤0.01%	3557
2025 Q1	$1.16M	Sell	35,937 -8,717	-20%	-$291K	﹤0.01%	3431
2024 Q4	$1.48M	Sell	44,654 -7,873	-15%	-$262K	﹤0.01%	3156
2024 Q3	$1.72M	Buy	+52,527	New	+$1.67M	﹤0.01%	2878

Other funds holding BSTP

D.B. Root & Company Pittsburgh, Pennsylvania $463M AUM 12.6% 1-Year Est. Return

Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

OFC Financial Planning Short Hills, New Jersey $116M AUM 19.59% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

LPL Financial's BSTP Position: Q3 2026 in Review

LPL Financial reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 4% in Q3 2026, selling an estimated $24.5K and leaving 14,790 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #4964.

LPL Financial first reported a position in BSTP in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.72M in Q3 2024. 26 funds tracked by Wall St. Rank hold BSTP as of Q3 2026.

LPL Financial held 14,790 shares of Innovator Buffer Step-Up Strategy ETF worth $594K as of Q3 2026.
LPL Financial sold 615 Innovator Buffer Step-Up Strategy ETF shares in Q3 2026, an estimated $24.5K.
Innovator Buffer Step-Up Strategy ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #4964 holding.
LPL Financial first reported a position in Innovator Buffer Step-Up Strategy ETF in Q3 2024 and has held it in 9 quarters since.
LPL Financial's Innovator Buffer Step-Up Strategy ETF position peaked at $1.72M in Q3 2024.
26 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.