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Avestar Capital’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Avestar Capital’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
Q3 		– Sell
-65,191
Closed -$1.77M – 372
2023
Q2 		$1.77M Sell
65,191
-63
-0.1% -$1.63K 0.28% 50
2023
Q1 		$1.66M Buy
65,254
+7,580
+13% +$188K 0.3% 52
2022
Q4 		$1.39M Buy
57,674
+4,197
+8% +$101K 0.25% 63
2022
Q3 		$1.21M Buy
+53,477
New +$1.3M 0.31% 57

Other funds holding BSTP

CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CTFG
Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avestar Capital's BSTP Position: Q3 2023 in Review

Avestar Capital sold out of Innovator Buffer Step-Up Strategy ETF (BSTP) in Q3 2023, closing a stake of 65,191 shares — an estimated $1.77M sold.

Avestar Capital first reported a position in BSTP in Q3 2022 and held it in 4 quarters. The position peaked at $1.77M in Q2 2023. 23 funds tracked by Wall St. Rank hold BSTP as of Q3 2023.

  • Avestar Capital reported no remaining Innovator Buffer Step-Up Strategy ETF position as of Q3 2023 after selling out during the quarter.
  • Avestar Capital sold 65,191 Innovator Buffer Step-Up Strategy ETF shares in Q3 2023, an estimated $1.77M.
  • Avestar Capital first reported a position in Innovator Buffer Step-Up Strategy ETF in Q3 2022 and held it in 4 quarters.
  • Avestar Capital's Innovator Buffer Step-Up Strategy ETF position peaked at $1.77M in Q2 2023.
  • 23 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q3 2023.

Based on Avestar Capital's 13F filing for Q3 2023, filed 20 Oct 2023.