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 Q3	$1.16M	Sell	28,887 -445	-2%	-$17.7K	1%	26
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

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Vista Cima Wealth Management Surprise, Arizona $144M AUM 20% 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

OFC Financial Planning's BSTP Position: Q3 2026 in Review

OFC Financial Planning reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 1.5% in Q3 2026, selling an estimated $17.7K and leaving 28,887 shares worth $1.16M. The position accounts for 1% of the portfolio, ranked #26.

OFC Financial Planning first reported a position in BSTP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.18M in Q4 2025. 36 funds tracked by Wall St. Rank hold BSTP as of Q3 2026.

OFC Financial Planning held 28,887 shares of Innovator Buffer Step-Up Strategy ETF worth $1.16M as of Q3 2026.
OFC Financial Planning sold 445 Innovator Buffer Step-Up Strategy ETF shares in Q3 2026, an estimated $17.7K.
Innovator Buffer Step-Up Strategy ETF made up 1% of OFC Financial Planning's portfolio in Q3 2026, its #26 holding.
OFC Financial Planning first reported a position in Innovator Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 8 quarters since.
OFC Financial Planning's Innovator Buffer Step-Up Strategy ETF position peaked at $1.18M in Q4 2025.
36 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q3 2026.

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