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

CLA (CliftonLarsonAllen) 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
-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 +$390K 0.04% 83

Other funds holding BSTP

CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
AC
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
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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Susquehanna International Group
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
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's BSTP Position: Q2 2023 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Innovator Buffer Step-Up Strategy ETF (BSTP) in Q2 2023, closing a stake of 16,000 shares — an estimated $406K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BSTP in Q3 2022 and held it in 3 quarters. The position peaked at $406K in Q1 2023. 18 funds tracked by Wall St. Rank hold BSTP as of Q2 2023.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Innovator Buffer Step-Up Strategy ETF position as of Q2 2023 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 16,000 Innovator Buffer Step-Up Strategy ETF shares in Q2 2023, an estimated $406K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Innovator Buffer Step-Up Strategy ETF in Q3 2022 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Innovator Buffer Step-Up Strategy ETF position peaked at $406K in Q1 2023.
  • 18 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2023.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.