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 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

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

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

Merit Financial Group's BSTP Position: Q2 2026 in Review

Merit Financial Group reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 4.4% in Q2 2026, selling an estimated $13.9K and leaving 7,812 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Merit Financial Group first reported a position in BSTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $564K in Q4 2024. 24 funds tracked by Wall St. Rank hold BSTP as of Q2 2026.

Merit Financial Group held 7,812 shares of Innovator Buffer Step-Up Strategy ETF worth $307K as of Q2 2026.
Merit Financial Group sold 361 Innovator Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $13.9K.
Innovator Buffer Step-Up Strategy ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1796 holding.
Merit Financial Group first reported a position in Innovator Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 7 quarters since.
Merit Financial Group's Innovator Buffer Step-Up Strategy ETF position peaked at $564K in Q4 2024.
24 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.