Financial Gravity Asset Management’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-371	Closed	-$11.2K	–	1575
2024 Q1	$11.2K	Buy	+371	New	+$10.9K	﹤0.01%	695
2023 Q3	–	Sell	-27	Closed	-$7.37K	–	1312
2023 Q2	$7.37K	Buy	+27	New	+$700	0.02%	413
2023 Q1	–	Sell	-24	Closed	-$5.94K	–	1199
2022 Q4	$5.94K	Buy	+24	New	+$577	0.03%	363

Other funds holding BSTP

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Financial Gravity Asset Management's BSTP Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Innovator Buffer Step-Up Strategy ETF (BSTP) in Q2 2024, closing a stake of 371 shares — an estimated $11.2K sold.

Financial Gravity Asset Management first reported a position in BSTP in Q4 2022 and held it in 3 quarters. The position peaked at $11.2K in Q1 2024. 30 funds tracked by Wall St. Rank hold BSTP as of Q2 2024.

Financial Gravity Asset Management reported no remaining Innovator Buffer Step-Up Strategy ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 371 Innovator Buffer Step-Up Strategy ETF shares in Q2 2024, an estimated $11.2K.
Financial Gravity Asset Management first reported a position in Innovator Buffer Step-Up Strategy ETF in Q4 2022 and held it in 3 quarters.
Financial Gravity Asset Management's Innovator Buffer Step-Up Strategy ETF position peaked at $11.2K in Q1 2024.
30 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.