Vista Cima Wealth Management’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Vista Cima Wealth Management’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	$1.18M	Sell	32,861 -4,317	-12%	-$160K	1.17%	24
2025 Q4	$1.38M	Sell	37,178 -469	-1%	-$17.2K	1.15%	21
2025 Q3	$1.37M	Buy	37,647 +3,084	+9%	+$109K	1.14%	21
2025 Q2	$1.19M	Buy	34,563 +1,529	+5%	+$50.1K	1.12%	23
2025 Q1	$1.07M	Sell	33,034 -336	-1%	-$11.2K	1.15%	22
2024 Q4	$1.11M	Buy	+33,370	New	+$1.11M	1.15%	23

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

Vista Cima Wealth Management's BSTP Position: Q1 2026 in Review

Vista Cima Wealth Management reduced its Innovator Buffer Step-Up Strategy ETF (BSTP) stake by 12% in Q1 2026, selling an estimated $160K and leaving 32,861 shares worth $1.18M. The position accounts for 1.17% of the portfolio, ranked #24.

Vista Cima Wealth Management first reported a position in BSTP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.38M in Q4 2025. 41 funds tracked by Wall St. Rank hold BSTP as of Q1 2026.

Vista Cima Wealth Management held 32,861 shares of Innovator Buffer Step-Up Strategy ETF worth $1.18M as of Q1 2026.
Vista Cima Wealth Management sold 4,317 Innovator Buffer Step-Up Strategy ETF shares in Q1 2026, an estimated $160K.
Innovator Buffer Step-Up Strategy ETF made up 1.17% of Vista Cima Wealth Management's portfolio in Q1 2026, its #24 holding.
Vista Cima Wealth Management first reported a position in Innovator Buffer Step-Up Strategy ETF in Q4 2024 and has held it in 6 quarters since.
Vista Cima Wealth Management's Innovator Buffer Step-Up Strategy ETF position peaked at $1.38M in Q4 2025.
41 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q1 2026.

Based on Vista Cima Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.