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

Money Concepts 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
Q1 		– Sell
-1,370
Closed -$33K – 789
2022
Q4 		$33K Buy
+1,370
New +$32.9K ﹤0.01% 1419
2022
Q2 		– Sell
-1,370
Closed -$37K – 1594
2022
Q1 		$37K Buy
+1,370
New +$36.1K ﹤0.01% 1344

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $888M AUM 19.91% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

Money Concepts Capital's BSTP Position: Q1 2023 in Review

Money Concepts Capital sold out of Innovator Buffer Step-Up Strategy ETF (BSTP) in Q1 2023, closing a stake of 1,370 shares — an estimated $33K sold.

Money Concepts Capital first reported a position in BSTP in Q1 2022 and held it in 2 quarters. The position peaked at $37K in Q1 2022. 20 funds tracked by Wall St. Rank hold BSTP as of Q1 2023.

  • Money Concepts Capital reported no remaining Innovator Buffer Step-Up Strategy ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,370 Innovator Buffer Step-Up Strategy ETF shares in Q1 2023, an estimated $33K.
  • Money Concepts Capital first reported a position in Innovator Buffer Step-Up Strategy ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Innovator Buffer Step-Up Strategy ETF position peaked at $37K in Q1 2022.
  • 20 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.