Truist Financial
BSTP icon

Truist Financial’s Innovator Buffer Step-Up Strategy ETF BSTP Stock Holding History

Truist Financial’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
2022
Q4 		– Sell
-38,214
Closed -$868K – 2579
2022
Q3 		$868K Sell
38,214
-7,813
-17% -$191K ﹤0.01% 1555
2022
Q2 		$1.08M Buy
46,027
+16,473
+56% +$411K ﹤0.01% 1513
2022
Q1 		$0 Buy
+29,554
New +$778K ﹤0.01% 2696

Other funds holding BSTP

CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
CTFG
Capstone Triton Financial Group Oklahoma City, Oklahoma $57.4M AUM 24.19% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 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
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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Truist Financial's BSTP Position: Q4 2022 in Review

Truist Financial sold out of Innovator Buffer Step-Up Strategy ETF (BSTP) in Q4 2022, closing a stake of 38,214 shares — an estimated $868K sold.

Truist Financial first reported a position in BSTP in Q1 2022 and held it in 3 quarters. The position peaked at $1.08M in Q2 2022. 19 funds tracked by Wall St. Rank hold BSTP as of Q4 2022.

  • Truist Financial reported no remaining Innovator Buffer Step-Up Strategy ETF position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 38,214 Innovator Buffer Step-Up Strategy ETF shares in Q4 2022, an estimated $868K.
  • Truist Financial first reported a position in Innovator Buffer Step-Up Strategy ETF in Q1 2022 and held it in 3 quarters.
  • Truist Financial's Innovator Buffer Step-Up Strategy ETF position peaked at $1.08M in Q2 2022.
  • 19 funds tracked by Wall St. Rank held Innovator Buffer Step-Up Strategy ETF as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.