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Disclosery

BSTP INNOVATOR ETFS TRUST

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BUFF STEP UP ETF (fund)

40 managers (40 13F filers) reported a position in BSTP shares at 2024-12-31, 1,376,277 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
40
13F filers
40
New
9
Added
5
Reduced
12
Sold out
3
Shares held by filers
1,376,277

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Brookstone Capital Managementin group Brookstone Capital Management240,310$7.98M0.12%-85313F-HRTimelineGroup
Sunbelt Securities, Inc.227,572$7.6M0.67%+29,73713F-HRTimeline
D.B. Root & Company, LLC176,772$5.87M1.87%+8,39513F-HRTimeline
Cambridge Advisors Inc.90,961$3.02M0.67%-1,46913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC77,260$2.57M<0.01%-3,31213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV52,095$1.73M0.13%+4,82013F-HRTimeline
Valtinson Bruner Financial Planning LLC50,334$1.67M0.58%-3,39813F-HRTimeline
LPL Financial LLC44,654$1.48M<0.01%-7,87313F-HRTimeline
Capital Investment Advisory Services, L…43,838$1.46M0.14%-10913F-HRTimeline
Triton Financial Group Inc36,719$1.22M0.76%+1,96413F-HRTimeline
Vista Cima Wealth Management LLC33,370$1.11M1.15%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,293$1.04M<0.01%new13F-HRTimelineGroup
OFC FINANCIAL PLANNING, LLC29,926$994K1.05%13F-HRTimeline
HighTower Advisors, LLC24,396$810K<0.01%+8,93913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,300$807K<0.01%-3,23613F-HRTimelineGroup
Freedom Investment Management, Inc.24,075$800K0.07%-2,00213F-HRTimeline
Krilogy Financial LLC21,930$728K0.05%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,577$683K0.02%-2,61613F-HRTimelineGroup
Merit Financial Group, LLC16,981$564K0.01%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,182$537K0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS14,015$465K<0.01%013F-HRTimeline
Bedel Financial Consulting, Inc.12,989$443K0.06%-47713F-HRTimeline
OLD MISSION CAPITAL LLC9,837$327K0.01%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …9,369$310K0.02%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,376$278K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers8,172$271K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,549$251K<0.01%-87013F-HR/ATimelineGroup
KFG WEALTH MANAGEMENT, LLC7,377$245K0.05%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,359$145K<0.01%-1,04513F-HR/ATimelineGroup
Aptus Capital Advisors, LLC4,075$135K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,284$75.9K<0.01%013F-HRTimelineGroup
Transcendent Capital Group LLC1,391$46.2K0.02%013F-HRTimeline
Allworth Financial LP1,204$41K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG850$28.2K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…439$14.6K<0.01%013F-HRTimeline
Luminist Capital LLC354$11.8K0.02%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC45$1.49K<0.01%013F-HRTimeline
AE Wealth Management LLC37$1.23K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.10$333<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.