BSTP — INNOVATOR ETFS TR

Ownership history in Bedel Financial Consulting, Inc.  ·  14 quarters on record

AI Ownership Summary

Bedel Financial Consulting, Inc. reported INNOVATOR ETFS TR (BSTP) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.09% in 2023 Q4. The latest visible filing shows BSTP at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BSTP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bedel Financial Consulting, Inc.'s position in INNOVATOR ETFS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

BSTP was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BSTP stock page Bedel Financial Consulting, Inc. fund profile Bedel Financial Consulting, Inc. full holdings
How Bedel Financial Consulting, Inc. held BSTP — position size vs. price
% of Fund (quarterly)    BSTP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 8,471 -1,588 -15.8% 0.03% $315K 2026-02-14 (Est.) $37.12
2025 Q3 REDUCED 10,059 -289 -2.8% 0.05% $366K 2025-11-07 $36.42
2025 Q2 REDUCED 10,348 -1,971 -16.0% 0.05% $357K 2025-08-12 $35.47
2025 Q1 REDUCED 12,319 -670 -5.2% 0.06% $398K 2025-05-07 $32.40
2024 Q4 REDUCED 12,989 -477 -3.5% 0.06% $443K 2025-02-06 $34.18
2024 Q3 ADDED 13,466 +2,089 +18.4% 0.06% $441K 2024-11-12 $33.50
2024 Q2 REDUCED 11,377 -493 -4.2% 0.05% $357K 2024-08-05 $30.24
2024 Q1 REDUCED 11,870 -4,892 -29.2% 0.06% $359K 2024-05-07 $30.19
2023 Q4 REDUCED 16,762 -3,179 -15.9% 0.09% $443K 2024-02-08 $29.33
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BSTP

As of 2026 Q1 — sorted by position size

Cambridge Advisors Inc. 3Y 7Y 0.6% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.14% Krilogy Financial LLC 3Y 7Y 0.03% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.01% Brookstone Capital Management 3Y 7Y 0.01% Merit Financial Group, LLC 3Y 7Y 0.0% DHJJ Financial Advisors, Ltd. 3Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Bedel Financial Consulting, Inc. and BSTP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bedel Financial Consulting, Inc. reported owning BSTP?

Bedel Financial Consulting, Inc. reported BSTP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BSTP position in Bedel Financial Consulting, Inc.'s portfolio?

The largest reported portfolio weight for BSTP was 0.09% in 2023 Q4.

What is the latest reported BSTP position on this page?

The most recent filing on this page is 2025 Q4, when Bedel Financial Consulting, Inc. reported 8,471 shares, equal to 0.03% of portfolio, with an estimated market value of $315K.

What does the chart on this BSTP ownership page compare?

The chart compares Bedel Financial Consulting, Inc.'s quarterly BSTP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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