Principal Securities’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Principal Securities’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	$435K	Sell	11,048 -1,424	-11%	-$54.8K	0.01%	1143
2026 Q1	$449K	Sell	12,472 -6,421	-34%	-$238K	0.01%	1026
2025 Q4	$701K	Buy	18,893 +1,127	+6%	+$41.3K	0.01%	807
2025 Q3	$646K	Sell	17,766 -151	-0.8%	-$5.35K	0.01%	811
2025 Q2	$619K	Sell	17,917 -2,660	-13%	-$87.2K	0.01%	770
2025 Q1	$683K	Hold	20,577	–	–	0.02%	673
2024 Q4	$683K	Sell	20,577 -2,616	-11%	-$87K	0.02%	671
2024 Q3	$759K	Buy	23,193 +141	+0.6%	+$4.48K	0.02%	621
2024 Q2	$723K	Buy	23,052 +2,360	+11%	+$71.8K	0.02%	578
2024 Q1	$626K	Buy	20,692 +6,951	+51%	+$204K	0.02%	582
2023 Q4	$391K	Buy	+13,741	New	+$373K	0.01%	701

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

Principal Securities's BSTP Position: Q2 2026 in Review

Principal Securities reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 11% in Q2 2026, selling an estimated $54.8K and leaving 11,048 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #1143.

Principal Securities first reported a position in BSTP in Q4 2023 and has held it in 11 quarters since. The position peaked at $759K in Q3 2024. 24 funds tracked by Wall St. Rank hold BSTP as of Q2 2026.

Principal Securities held 11,048 shares of Innovator Buffer Step-Up Strategy ETF worth $435K as of Q2 2026.
Principal Securities sold 1,424 Innovator Buffer Step-Up Strategy ETF shares in Q2 2026, an estimated $54.8K.
Innovator Buffer Step-Up Strategy ETF made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1143 holding.
Principal Securities first reported a position in Innovator Buffer Step-Up Strategy ETF in Q4 2023 and has held it in 11 quarters since.
Principal Securities's Innovator Buffer Step-Up Strategy ETF position peaked at $759K in Q3 2024.
24 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.