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ACG Wealth’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-500
Closed -$15K – 326
2022
Q2 		$15K Buy
+500
New +$16K ﹤0.01% 622

Other funds holding BOCT

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

ACG Wealth's BOCT Position: Q3 2022 in Review

ACG Wealth sold out of Innovator US Equity Buffer ETF October (BOCT) in Q3 2022, closing a stake of 500 shares — an estimated $15K sold.

ACG Wealth first reported a position in BOCT in Q2 2022 and held it in 1 quarter. The position peaked at $15K in Q2 2022. 54 funds tracked by Wall St. Rank hold BOCT as of Q3 2022.

  • ACG Wealth reported no remaining Innovator US Equity Buffer ETF October position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 500 Innovator US Equity Buffer ETF October shares in Q3 2022, an estimated $15K.
  • ACG Wealth first reported a position in Innovator US Equity Buffer ETF October in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Innovator US Equity Buffer ETF October position peaked at $15K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.