Innovator Buff Su Strat ETFBSTPETF

13F holders, Q2 2024 (June 30)
30holders +1
1new positions
1sold out
$31.45avg. 13F price*

At the end of Q2 2024, 30 institutions reported holding Innovator Buff Su Strat ETF (BSTP) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Brookstone Capital Management ($7.2M), Sunbelt Securities, Inc. ($6.3M) and D.B. Root & Company, LLC ($4.3M).

Company
Innovator Buff Su Strat ETF
CUSIP
45783Y731
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 29Q1 2024Q2 2024: 30Q2 2024Q3 2024: 30Q3 2024Q4 2024: 39Q4 2024Q1 2025: 36Q1 2025Q2 2025: 40Q2 2025Q3 2025: 40Q3 2025Q4 2025: 39Q4 2025Q1 2026: 41Q1 2026Q2 2026: 39Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$309K
Exits1$286K

All 13F filers, Q1 2024 → Q2 2024: 157,785 shares bought and 35,178 shares sold, net +122,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

Brookstone Capital Management 0.12% Reduce -5.4% 226,672 $7.2M
Sunbelt Securities, Inc. 0.64% Add +10.8% 200,754 $6.3M
D.B. Root & Company, LLC 1.48% Add +73.5% 138,522 $4.3M
Cambridge Advisors Inc. 0.66% Reduce -4.0% 90,653 $2.8M
Commonwealth Equity Services, LLC 0.00% Reduce -3.4% 77,096 $2.4M
Osaic Holdings, Inc. 0.00% Add +300.1% 62,833 $2.0M
Valtinson Bruner Financial Planning LLC 0.67% Reduce -0.5% 53,991 $1.7M
Nations Financial Group Inc, /Ia/ 0.12% Reduce -1.8% 44,956 $1.4M
Capital Investment Advisory Services, LLC 0.14% Reduce -2.3% 43,947 $1.4M
Triton Financial Group Inc 0.69% Reduce -7.7% 31,261 $981K
Envestnet Asset Management Inc. 0.00% Add +8.0% 27,530 $864K
Krilogy Financial LLC 0.06% No change 26,205 $822K
Principal Securities, Inc. 0.02% Add +11.4% 23,052 $723K
Freedom Investment Management, Inc. 0.05% Add +113.2% 19,857 $623K
HighTower Advisors, LLC 0.00% Add +101.7% 14,198 $446K
Captrust Financial Advisors 0.00% No change 14,015 $440K
Zimmermann Investment Management & Planning LLC 0.13% Add +4.1% 12,720 $399K
Bedel Financial Consulting, Inc. 0.05% Reduce -4.2% 11,377 $357K
Thrivent Financial for Lutherans 0.00% Reduce -0.6% 10,425 $327K
Old Mission Capital LLC 0.01% New 9,839 $309K
Cetera Investment Advisers 0.00% No change 8,052 $253K
FSA Advisors, Inc. 0.24% Reduce -4.2% 7,291 $229K
Chris Bulman Inc 0.11% — 4,967 $156K
Aptus Capital Advisors, LLC 0.00% Reduce -16.4% 4,075 $128K
JPMorgan Chase & Co. 0.00% No change 2,284 $72K
Transcendent Capital Group LLC 0.03% No change 1,391 $44K
Steward Partners Investment Advisory, LLC 0.00% No change 439 $14K
Blue Bell Private Wealth Management, LLC 0.00% No change 45 $1K
Clear Point Advisors Inc. 0.00% No change 10 $314
DHJJ Financial Advisors, Ltd. 0.00% No change 10 $314

"% of holder's portfolio" is BSTP's weight in each manager's 13F, not the share of Innovator Buff Su Strat ETF the manager owns.