OFP
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OFC Financial Planning’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

OFC Financial Planning’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 		$1.15M Sell
29,332
-2,508
-8% -$96.5K 1.02% 28
2026
Q1 		$1.15M Sell
31,840
-52
-0.2% -$1.93K 1.13% 27
2025
Q4 		$1.18M Buy
31,892
+1,849
+6% +$67.8K 1.12% 24
2025
Q3 		$1.09M Sell
30,043
-489
-2% -$17.3K 1.08% 23
2025
Q2 		$1.05M Buy
30,532
+192
+0.6% +$6.3K 1.12% 24
2025
Q1 		$981K Buy
30,340
+414
+1% +$13.8K 1.11% 23
2024
Q4 		$994K Buy
+29,926
New +$995K 1.05% 24

Other funds holding BSTP

CA
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

OFC Financial Planning's BSTP Position: Q2 2026 in Review

OFC Financial Planning reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 7.9% in Q2 2026, selling an estimated $96.5K and leaving 29,332 shares worth $1.15M. The position accounts for 1.02% of the portfolio, ranked #28.

OFC Financial Planning first reported a position in BSTP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2025. 24 funds tracked by Wall St. Rank hold BSTP as of Q2 2026.

  • OFC Financial Planning held 29,332 shares of Innovator Buffer Step-Up Strategy ETF worth $1.15M as of Q2 2026.
  • OFC Financial Planning sold 2,508 Innovator Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $96.5K.
  • Innovator Buffer Step-Up Strategy ETF made up 1.02% of OFC Financial Planning's portfolio in Q2 2026, its #28 holding.
  • OFC Financial Planning first reported a position in Innovator Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 7 quarters since.
  • OFC Financial Planning's Innovator Buffer Step-Up Strategy ETF position peaked at $1.18M in Q4 2025.
  • 24 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.