DIVERSIFY WEALTH MANAGEMENT, LLC BSTP — INNOVATOR ETFS TRUST

Ownership history in DIVERSIFY WEALTH MANAGEMENT, LLC  ·  7 quarters on record

AI Ownership Summary

DIVERSIFY WEALTH MANAGEMENT, LLC reported INNOVATOR ETFS TRUST (BSTP) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows BSTP at 0.01% 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.

What this BSTP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DIVERSIFY WEALTH MANAGEMENT, LLC's position in INNOVATOR ETFS TRUST, 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
2026 Q1

BSTP was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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 DIVERSIFY WEALTH MANAGEMENT, LLC fund profile DIVERSIFY WEALTH MANAGEMENT, LLC full holdings
How DIVERSIFY WEALTH MANAGEMENT, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 7,731 -116 -1.5% 0.01% $294K 2026-05-01 $38.34
2025 Q4 UNCHANGED — — — 7,847 — 0% 0.01% $294K 2026-02-03 $37.43
2025 Q3 REDUCED 8.0% +2.6% ❌ 7,847 -683 -8.0% 0.02% $289K 2025-11-12 $36.85
2025 Q2 REDUCED 6.8% +5.0% ❌ 8,530 -623 -6.8% 0.02% $303K 2025-08-14 $35.57
2025 Q1 REDUCED — — — 9,153 -216 -2.3% 0.02% $294K 2025-05-01 $32.35
2024 Q4 UNCHANGED — — — 9,369 — 0% 0.02% $310K 2025-01-16 $33.57
2024 Q3 INITIATED — — — 9,369 — — 0.03% $307K 2024-10-25 $32.85

🏢 Other funds also holding BSTP

As of 2026 Q1 — sorted by position size

Cambridge Advisors Inc. 3Y 7Y 0.6% Arlington Capital Management, Inc. 3Y 7Y 0.28% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.14% Krilogy Financial LLC 3Y 7Y 0.03% KFG WEALTH MANAGEMENT, LLC 3Y 0.03% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.01% Brookstone Capital Management 3Y 7Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% Kestra Advisory Services, LLC 3Y 0.0%

FAQ About DIVERSIFY WEALTH MANAGEMENT, LLC and BSTP

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

How long has DIVERSIFY WEALTH MANAGEMENT, LLC reported owning BSTP?

DIVERSIFY WEALTH MANAGEMENT, LLC reported BSTP across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported BSTP position in DIVERSIFY WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for BSTP was 0.03% in 2024 Q3.

What is the latest reported BSTP position on this page?

The most recent filing on this page is 2026 Q1, when DIVERSIFY WEALTH MANAGEMENT, LLC reported 7,731 shares, equal to 0.01% of portfolio, with an estimated market value of $294K.

What does the chart on this BSTP ownership page compare?

The chart compares DIVERSIFY WEALTH MANAGEMENT, LLC'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.

How well did DIVERSIFY WEALTH MANAGEMENT, LLC time their BSTP position?

Based on 13F filing dates vs. subsequent BSTP price moves, DIVERSIFY WEALTH MANAGEMENT, LLC correctly timed 1 out of 4 reported position changes (25%).

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