Steward Partners Investment Advisory’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Steward Partners Investment Advisory’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 Q1	$15.8K	Hold	439	–	–	﹤0.01%	3339
2025 Q4	$16.3K	Hold	439	–	–	﹤0.01%	3224
2025 Q3	$16K	Hold	439	–	–	﹤0.01%	3184
2025 Q2	$15.2K	Hold	439	–	–	﹤0.01%	3027
2025 Q1	$14.2K	Hold	439	–	–	﹤0.01%	2947
2024 Q4	$14.6K	Hold	439	–	–	﹤0.01%	2936
2024 Q3	$14.4K	Hold	439	–	–	﹤0.01%	2806
2024 Q2	$13.8K	Hold	439	–	–	﹤0.01%	2671
2024 Q1	$13.3K	Hold	439	–	–	﹤0.01%	2701
2023 Q4	$12.5K	Hold	439	–	–	﹤0.01%	2614
2023 Q3	$11.6K	Buy	+439	New	+$11.9K	﹤0.01%	2538
2023 Q2	–	Sell	-151	Closed	-$3.83K	–	3325
2023 Q1	$3.83K	Buy	+151	New	+$3.75K	﹤0.01%	2862

Other funds holding BSTP

DBRC

D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CTFG

Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Steward Partners Investment Advisory's BSTP Position: Q1 2026 in Review

Steward Partners Investment Advisory held its Innovator Buffer Step-Up Strategy ETF (BSTP) position steady in Q1 2026 at 439 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3339.

Steward Partners Investment Advisory first reported a position in BSTP in Q1 2023 and has held it in 12 quarters since. The position peaked at $16.3K in Q4 2025. 41 funds tracked by Wall St. Rank hold BSTP as of Q1 2026.

Steward Partners Investment Advisory held 439 shares of Innovator Buffer Step-Up Strategy ETF worth $15.8K as of Q1 2026.
Steward Partners Investment Advisory left its Innovator Buffer Step-Up Strategy ETF share count unchanged in Q1 2026.
Innovator Buffer Step-Up Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3339 holding.
Steward Partners Investment Advisory first reported a position in Innovator Buffer Step-Up Strategy ETF in Q1 2023 and has held it in 12 quarters since.
Steward Partners Investment Advisory's Innovator Buffer Step-Up Strategy ETF position peaked at $16.3K in Q4 2025.
41 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.