UBS Group’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

UBS 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 Q3	$15.5K	Buy	+385	New	+$15.3K	﹤0.01%	8701
2026 Q1	–	Sell	-80	Closed	-$2.97K	–	10526
2025 Q4	$2.97K	Sell	80 -515	-87%	-$18.9K	﹤0.01%	9169
2025 Q3	$21.6K	Sell	595 -710	-54%	-$25.1K	﹤0.01%	8101
2025 Q2	$45.1K	Buy	+1,305	New	+$42.8K	﹤0.01%	7857
2025 Q1	–	Sell	-850	Closed	-$28.2K	–	10249
2024 Q4	$28.2K	Buy	+850	New	+$28.3K	﹤0.01%	7650
2024 Q1	–	Sell	-799	Closed	-$22.7K	–	9342
2023 Q4	$22.7K	Buy	799 +449	+128%	+$12.2K	﹤0.01%	7030
2023 Q3	$9.24K	Buy	+350	New	+$9.5K	﹤0.01%	7147
2023 Q2	–	Sell	-35	Closed	-$889	–	8962
2023 Q1	$889	Sell	35 -582	-94%	-$14.5K	﹤0.01%	8879
2022 Q4	$14.9K	Sell	617 -382	-38%	-$9.18K	﹤0.01%	8039
2022 Q3	$23K	Buy	+999	New	+$24.4K	﹤0.01%	7188
2022 Q2	–	Sell	-188	Closed	-$5K	–	10341
2022 Q1	$5K	Buy	+188	New	+$4.95K	﹤0.01%	9102

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

OFC Financial Planning Short Hills, New Jersey $116M AUM 19.59% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

UBS Group's BSTP Position: Q3 2026 in Review

UBS Group opened a new position in Innovator Buffer Step-Up Strategy ETF (BSTP) in Q3 2026: 385 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #8701 among its holdings. This is a return to the name: UBS Group previously reported a position in BSTP as recently as Q4 2025.

UBS Group first reported a position in BSTP in Q1 2022 and has held it in 11 quarters since. The position peaked at $45.1K in Q2 2025. 36 funds tracked by Wall St. Rank hold BSTP as of Q3 2026.

UBS Group held 385 shares of Innovator Buffer Step-Up Strategy ETF worth $15.5K as of Q3 2026.
Innovator Buffer Step-Up Strategy ETF was a new UBS Group position in Q3 2026.
Innovator Buffer Step-Up Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #8701 holding.
UBS Group first reported a position in Innovator Buffer Step-Up Strategy ETF in Q1 2022 and has held it in 11 quarters since.
UBS Group's Innovator Buffer Step-Up Strategy ETF position peaked at $45.1K in Q2 2025.
36 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.