Valtinson Bruner Financial Planning’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Valtinson Bruner 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	$1.96M	Hold	49,786	–	–	0.49%	41
2026 Q1	$1.79M	Hold	49,786	–	–	0.49%	39
2025 Q4	$1.85M	Sell	49,786 -428	-0.9%	-$15.7K	0.53%	37
2025 Q3	$1.83M	Sell	50,214 -70	-0.1%	-$2.48K	0.54%	37
2025 Q2	$1.74M	Hold	50,284	–	–	0.55%	36
2025 Q1	$1.63M	Sell	50,284 -50	-0.1%	-$1.67K	0.55%	38
2024 Q4	$1.67M	Sell	50,334 -3,398	-6%	-$113K	0.58%	42
2024 Q3	$1.76M	Sell	53,732 -259	-0.5%	-$8.23K	0.61%	41
2024 Q2	$1.69M	Sell	53,991 -292	-0.5%	-$8.88K	0.67%	42
2024 Q1	$1.64M	Hold	54,283	–	–	0.7%	41
2023 Q4	$1.54M	Sell	54,283 -59	-0.1%	-$1.6K	0.79%	40
2023 Q3	$1.43M	Hold	54,342	–	–	0.79%	42
2023 Q2	$1.47M	Buy	54,342 +3	+0%	+$78	0.79%	42
2023 Q1	$1.38M	Sell	54,339 -909	-2%	-$22.6K	0.79%	39
2022 Q4	$1.36M	Sell	55,248 -522	-0.9%	-$12.5K	0.78%	41
2022 Q3	$1.27M	Buy	55,770 +30,124	+117%	+$735K	0.78%	42
2022 Q2	$604K	Buy	+25,646	New	+$641K	0.37%	57

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

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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Valtinson Bruner Financial Planning's BSTP Position: Q2 2026 in Review

Valtinson Bruner Financial Planning held its Innovator Buffer Step-Up Strategy ETF (BSTP) position steady in Q2 2026 at 49,786 shares worth $1.96M. The position accounts for 0.49% of the portfolio, ranked #41.

Valtinson Bruner Financial Planning first reported a position in BSTP in Q2 2022 and has held it in 17 quarters since. 24 funds tracked by Wall St. Rank hold BSTP as of Q2 2026.

Valtinson Bruner Financial Planning held 49,786 shares of Innovator Buffer Step-Up Strategy ETF worth $1.96M as of Q2 2026.
Valtinson Bruner Financial Planning left its Innovator Buffer Step-Up Strategy ETF share count unchanged in Q2 2026.
Innovator Buffer Step-Up Strategy ETF made up 0.49% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #41 holding.
Valtinson Bruner Financial Planning first reported a position in Innovator Buffer Step-Up Strategy ETF in Q2 2022 and has held it in 17 quarters since.
24 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.