CLA (CliftonLarsonAllen) Wealth Advisors’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-16,000
Closed -$406K 173
2023
Q1
$406K Hold
16,000
0.01% 172
2022
Q4
$385K Hold
16,000
0.01% 176
2022
Q3
$363K Buy
+16,000
New +$363K 0.04% 83