William Mack & Associates’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

William Mack & Associates’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	$117K	Buy	+2,925	New	+$117K	0.04%	152

Other funds holding BSTP

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

KFG Wealth Management Granger, Indiana $922M AUM 10.87% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return

William Mack & Associates's BSTP Position: Q3 2026 in Review

William Mack & Associates opened a new position in Innovator Buffer Step-Up Strategy ETF (BSTP) in Q3 2026: 2,925 shares worth $117K. The stake represents 0.04% of the portfolio and ranks #152 among its holdings.

10 funds tracked by Wall St. Rank hold BSTP as of Q3 2026.

William Mack & Associates held 2,925 shares of Innovator Buffer Step-Up Strategy ETF worth $117K as of Q3 2026.
Innovator Buffer Step-Up Strategy ETF was a new William Mack & Associates position in Q3 2026.
Innovator Buffer Step-Up Strategy ETF made up 0.04% of William Mack & Associates's portfolio in Q3 2026, its #152 holding.
10 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.