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Alera Investment Advisors’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Alera Investment Advisors’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13,139
Closed -$321K – 191
2022
Q1 		$321K Hold
13,139
– – 0.07% 144
2021
Q4 		$333K Buy
+13,139
New +$332K 0.09% 71

Other funds holding IOCT

FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Alera Investment Advisors's IOCT Position: Q2 2022 in Review

Alera Investment Advisors sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q2 2022, closing a stake of 13,139 shares — an estimated $321K sold.

Alera Investment Advisors first reported a position in IOCT in Q4 2021 and held it in 2 quarters. The position peaked at $333K in Q4 2021. 19 funds tracked by Wall St. Rank hold IOCT as of Q2 2022.

  • Alera Investment Advisors reported no remaining Innovator International Developed Power Buffer ETF October position as of Q2 2022 after selling out during the quarter.
  • Alera Investment Advisors sold 13,139 Innovator International Developed Power Buffer ETF October shares in Q2 2022, an estimated $321K.
  • Alera Investment Advisors first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2021 and held it in 2 quarters.
  • Alera Investment Advisors's Innovator International Developed Power Buffer ETF October position peaked at $333K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2022.

Based on Alera Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.