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Avestar Capital’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Avestar Capital’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
2021
Q2 		– Sell
-7,500
Closed -$238K – 446
2021
Q1 		$238K Buy
+7,500
New +$229K 0.05% 281

Other funds holding BOCT

MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Avestar Capital's BOCT Position: Q2 2021 in Review

Avestar Capital sold out of Innovator US Equity Buffer ETF October (BOCT) in Q2 2021, closing a stake of 7,500 shares — an estimated $238K sold.

Avestar Capital first reported a position in BOCT in Q1 2021 and held it in 1 quarter. The position peaked at $238K in Q1 2021. 36 funds tracked by Wall St. Rank hold BOCT as of Q2 2021.

  • Avestar Capital reported no remaining Innovator US Equity Buffer ETF October position as of Q2 2021 after selling out during the quarter.
  • Avestar Capital sold 7,500 Innovator US Equity Buffer ETF October shares in Q2 2021, an estimated $238K.
  • Avestar Capital first reported a position in Innovator US Equity Buffer ETF October in Q1 2021 and held it in 1 quarter.
  • Avestar Capital's Innovator US Equity Buffer ETF October position peaked at $238K in Q1 2021.
  • 36 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2021.

Based on Avestar Capital's 13F filing for Q2 2021, filed 3 Aug 2021.