Arkadios Wealth Advisors’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Arkadios Wealth Advisors’s Portfolio BSTP Stock Details BSTP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-7,904	Closed	-$201K	–	615
2023 Q1	$201K	Sell	7,904 -1,600	-17%	-$39.8K	0.02%	571
2022 Q4	$229K	Sell	9,504 -1,610	-14%	-$38.7K	0.03%	479
2022 Q3	$252K	Sell	11,114 -3,850	-26%	-$93.9K	0.04%	427
2022 Q2	$352K	Buy	14,964 +800	+6%	+$20K	0.05%	356
2022 Q1	$381K	Buy	+14,164	New	+$373K	0.05%	369

Other funds holding BSTP

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

CTFG

Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Arkadios Wealth Advisors's BSTP Position: Q2 2023 in Review

Arkadios Wealth Advisors sold out of Innovator Buffer Step-Up Strategy ETF (BSTP) in Q2 2023, closing a stake of 7,904 shares — an estimated $201K sold.

Arkadios Wealth Advisors first reported a position in BSTP in Q1 2022 and held it in 5 quarters. The position peaked at $381K in Q1 2022. 18 funds tracked by Wall St. Rank hold BSTP as of Q2 2023.

Arkadios Wealth Advisors reported no remaining Innovator Buffer Step-Up Strategy ETF position as of Q2 2023 after selling out during the quarter.
Arkadios Wealth Advisors sold 7,904 Innovator Buffer Step-Up Strategy ETF shares in Q2 2023, an estimated $201K.
Arkadios Wealth Advisors first reported a position in Innovator Buffer Step-Up Strategy ETF in Q1 2022 and held it in 5 quarters.
Arkadios Wealth Advisors's Innovator Buffer Step-Up Strategy ETF position peaked at $381K in Q1 2022.
18 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.