OFC FINANCIAL PLANNING, LLC BSTP — INNOVATOR ETFS TRUST

Ownership history in OFC FINANCIAL PLANNING, LLC  ·  6 quarters on record

AI Ownership Summary

OFC FINANCIAL PLANNING, LLC reported INNOVATOR ETFS TRUST (BSTP) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.13% in 2026 Q1. The latest visible filing shows BSTP at 1.13% 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 OFC FINANCIAL PLANNING, 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 1.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.13% in 2026 Q1

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

Time in book
Holding Window
2024 Q4 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 OFC FINANCIAL PLANNING, LLC fund profile OFC FINANCIAL PLANNING, LLC full holdings
How OFC FINANCIAL PLANNING, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 31,840 -52 -0.2% 1.13% $1.1M 2026-05-07 $38.64
2025 Q4 ADDED — — — 31,892 +1,849 +6.2% 1.12% $1.2M 2026-02-04 $37.31
2025 Q3 REDUCED — — — 30,043 -489 -1.6% 1.08% $1.1M 2025-11-14 $36.46
2025 Q2 ADDED — — — 30,532 +192 +0.6% 1.12% $1.1M 2025-08-13 $35.55
2025 Q1 ADDED — — — 30,340 +414 +1.4% 1.11% $981K 2025-05-14 $33.42
2024 Q4 INITIATED — — — 29,926 — — 1.05% $994K 2025-01-24 $34.13

🏢 Other funds also holding BSTP

As of 2026 Q1 — sorted by position size

Cambridge Advisors Inc. 3Y 7Y 0.6% Valtinson Bruner Financial Planning LLC 3Y 7Y 0.49% Arlington Capital Management, Inc. 3Y 7Y 0.28% FSA Advisors, Inc. 0.14% NATIONS FINANCIAL GROUP INC, /IA/ /ADV 3Y 7Y 0.14% Capital Investment Advisory Services, LLC 3Y 7Y 0.11% Bedel Financial Consulting, Inc. 3Y 7Y 0.03% Krilogy Financial LLC 3Y 7Y 0.03% KFG WEALTH MANAGEMENT, LLC 3Y 0.03% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.01%

FAQ About OFC FINANCIAL PLANNING, 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 OFC FINANCIAL PLANNING, LLC reported owning BSTP?

OFC FINANCIAL PLANNING, LLC reported BSTP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BSTP position in OFC FINANCIAL PLANNING, LLC's portfolio?

The largest reported portfolio weight for BSTP was 1.13% in 2026 Q1.

What is the latest reported BSTP position on this page?

The most recent filing on this page is 2026 Q1, when OFC FINANCIAL PLANNING, LLC reported 31,840 shares, equal to 1.13% of portfolio, with an estimated market value of $1.1M.

What does the chart on this BSTP ownership page compare?

The chart compares OFC FINANCIAL PLANNING, 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 OFC FINANCIAL PLANNING, LLC time their BSTP position?

Based on 13F filing dates vs. subsequent BSTP price moves, OFC FINANCIAL PLANNING, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on BSTP relative to SPY over the holding period was -5.7%.

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