Beacon Financial Advisory’s Innovator US Equity Buffer ETF October BOCT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
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2025
Q1 | $302K | Hold |
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|
2024
Q4 | $311K | Buy |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $928K | Hold |
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|
2024
Q1 | $903K | Sell |
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|
2023
Q4 | $926K | Buy |
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|
2023
Q3 | $714K | Sell |
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|
2023
Q2 | $881K | Hold |
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|
2023
Q1 | $818K | Hold |
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|
2022
Q4 | $769K | Buy |
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|
2022
Q3 | $601K | Hold |
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|
2022
Q2 | $612K | Sell |
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|
2022
Q1 | $723K | Sell |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $987K | Buy |
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|
2021
Q2 | $946K | Sell |
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|
2021
Q1 | $1M | Hold |
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|
2020
Q4 | $963K | Buy |
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|
2020
Q3 | $862K | Sell |
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|
2020
Q2 | $832K | Sell |
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|
2020
Q1 | $833K | Hold |
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|
2019
Q4 | $975K | Buy |
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