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Accuvest Global Advisors’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Accuvest Global Advisors’s Portfolio BOCT Stock Details BOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-30,000
Closed -$1.09M – 108
2023
Q2 		$1.09M Hold
30,000
– – 0.56% 42
2023
Q1 		$1.01M Sell
30,000
-30,000
-50% -$988K 0.46% 43
2022
Q4 		$1.91M Buy
+60,000
New +$1.89M 0.63% 35

Other funds holding BOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accuvest Global Advisors's BOCT Position: Q3 2023 in Review

Accuvest Global Advisors sold out of Innovator US Equity Buffer ETF October (BOCT) in Q3 2023, closing a stake of 30,000 shares — an estimated $1.09M sold.

Accuvest Global Advisors first reported a position in BOCT in Q4 2022 and held it in 3 quarters. The position peaked at $1.91M in Q4 2022. 64 funds tracked by Wall St. Rank hold BOCT as of Q3 2023.

  • Accuvest Global Advisors reported no remaining Innovator US Equity Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • Accuvest Global Advisors sold 30,000 Innovator US Equity Buffer ETF October shares in Q3 2023, an estimated $1.09M.
  • Accuvest Global Advisors first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and held it in 3 quarters.
  • Accuvest Global Advisors's Innovator US Equity Buffer ETF October position peaked at $1.91M in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2023.

Based on Accuvest Global Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.