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Clear Point Advisors’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-10
Closed -$327 – 162
2024
Q3 		$327 Hold
10
– – ﹤0.01% 521
2024
Q2 		$314 Hold
10
– – ﹤0.01% 515
2024
Q1 		$303 Buy
+10
New +$293 ﹤0.01% 514

Other funds holding BSTP

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
DBRC
D.B. Root & Company Pittsburgh, Pennsylvania $419M AUM 15.03% 1-Year Est. Return
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
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
CTFG
Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return

Clear Point Advisors's BSTP Position: Q4 2024 in Review

Clear Point Advisors sold out of Innovator Buffer Step-Up Strategy ETF (BSTP) in Q4 2024, closing a stake of 10 shares — an estimated $327 sold.

Clear Point Advisors first reported a position in BSTP in Q1 2024 and held it in 3 quarters. The position peaked at $327 in Q3 2024. 39 funds tracked by Wall St. Rank hold BSTP as of Q4 2024.

  • Clear Point Advisors reported no remaining Innovator Buffer Step-Up Strategy ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 10 Innovator Buffer Step-Up Strategy ETF shares in Q4 2024, an estimated $327.
  • Clear Point Advisors first reported a position in Innovator Buffer Step-Up Strategy ETF in Q1 2024 and held it in 3 quarters.
  • Clear Point Advisors's Innovator Buffer Step-Up Strategy ETF position peaked at $327 in Q3 2024.
  • 39 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.