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

Merit Financial Group’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	$303K	Sell	7,538 -274	-4%	-$10.9K	﹤0.01%	1910
2026 Q2	$307K	Sell	7,812 -361	-4%	-$13.9K	﹤0.01%	1796
2026 Q1	$294K	Buy	8,173 +495	+6%	+$18.4K	﹤0.01%	1663
2025 Q4	$285K	Sell	7,678 -1,452	-16%	-$53.3K	﹤0.01%	1588
2025 Q3	$332K	Sell	9,130 -1,182	-11%	-$41.9K	﹤0.01%	1383
2025 Q2	$356K	Sell	10,312 -4,083	-28%	-$134K	﹤0.01%	1246
2025 Q1	$466K	Sell	14,395 -2,586	-15%	-$86.4K	0.01%	966
2024 Q4	$564K	Buy	+16,981	New	+$564K	0.01%	689

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

Merit Financial Group's BSTP Position: Q3 2026 in Review

Merit Financial Group reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 3.5% in Q3 2026, selling an estimated $10.9K and leaving 7,538 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Merit Financial Group first reported a position in BSTP in Q4 2024 and has held it in 8 quarters since. The position peaked at $564K in Q4 2024. 26 funds tracked by Wall St. Rank hold BSTP as of Q3 2026.

Merit Financial Group held 7,538 shares of Innovator Buffer Step-Up Strategy ETF worth $303K as of Q3 2026.
Merit Financial Group sold 274 Innovator Buffer Step-Up Strategy ETF shares in Q3 2026, an estimated $10.9K.
Innovator Buffer Step-Up Strategy ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1910 holding.
Merit Financial Group first reported a position in Innovator Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 8 quarters since.
Merit Financial Group's Innovator Buffer Step-Up Strategy ETF position peaked at $564K in Q4 2024.
26 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q3 2026.

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