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Disclosery

BSTP INNOVATOR ETFS TRUST

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BUFF STEP UP ETF (fund)

37 managers (37 13F filers) reported a position in BSTP shares at 2025-03-31, 1,525,121 shares in all. 2 filers opened a position and 4 filers sold out during the quarter.

Managers
37
13F filers
37
New
2
Added
16
Reduced
9
Sold out
4
Shares held by filers
1,525,121

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sunbelt Securities, Inc.265,872$8.6M0.77%+38,30013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management251,319$8.13M0.12%+11,00913F-HRTimelineGroup
D.B. Root & Company, LLC190,120$6.15M1.99%+13,34813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV109,134$3.53M1.14%new13F-HRTimeline
Cambridge Advisors Inc.90,657$2.93M0.64%-30413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC85,001$2.75M<0.01%+7,74113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV59,429$1.92M0.15%+7,33413F-HRTimeline
Valtinson Bruner Financial Planning LLC50,284$1.63M0.55%-5013F-HRTimeline
Capital Investment Advisory Services, L…43,243$1.4M0.13%-59513F-HRTimeline
LPL Financial LLC35,937$1.16M<0.01%-8,71713F-HRTimeline
Vista Cima Wealth Management LLC33,034$1.07M1.15%-33613F-HR/ATimeline
OFC FINANCIAL PLANNING, LLC30,340$981K1.11%+41413F-HRTimeline
Freedom Investment Management, Inc.28,781$931K0.08%+4,70613F-HRTimeline
HighTower Advisors, LLC25,166$814K<0.01%+77013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC25,010$809K<0.01%+71013F-HRTimelineGroup
OLD MISSION CAPITAL LLC22,882$740K0.01%+13,04513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,026$712K<0.01%+19,74213F-HRTimelineGroup
Krilogy Financial LLC21,930$709K0.05%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,577$683K0.02%013F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…17,753$574K0.02%+1,57113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,961$516K<0.01%-15,33213F-HRTimelineGroup
Merit Financial Group, LLC14,395$466K0.01%-2,58613F-HRTimeline
Bedel Financial Consulting, Inc.12,319$398K0.06%-67013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,307$366K<0.01%+2,93113F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …9,153$294K0.02%-21613F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC8,023$260K0.05%+64613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,841$254K<0.01%+29213F-HRTimelineGroup
FSA Advisors, Inc.6,982$222K0.18%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC4,481$145K<0.01%+12213F-HR/ATimelineGroup
Aptus Capital Advisors, LLC4,075$132K<0.01%013F-HRTimeline
Allworth Financial LP1,204$38.3K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…439$14.2K<0.01%013F-HRTimeline
Luminist Capital LLC354$11.5K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC45$1.46K<0.01%013F-HRTimeline
AE Wealth Management LLC37$1.2K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.10$324<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.