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Bedel Financial Consulting’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Bedel Financial Consulting’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
2024
Q3 		– Sell
-16,400
Closed -$682K – 261
2024
Q2 		$682K Hold
16,400
– – 0.1% 105
2024
Q1 		$664K Sell
16,400
-61
-0.4% -$2.41K 0.1% 106
2023
Q4 		$633K Sell
16,461
-446
-3% -$16.3K 0.12% 107
2023
Q3 		$600K Sell
16,907
-554
-3% -$20.3K 0.12% 101
2023
Q2 		$635K Sell
17,461
-1,144
-6% -$39.6K 0.13% 97
2023
Q1 		$629K Sell
18,605
-636
-3% -$20.9K 0.15% 93
2022
Q4 		$611K Sell
19,241
-305
-2% -$9.61K 0.15% 88
2022
Q3 		$609K Buy
19,546
+2,447
+14% +$77.5K 0.16% 86
2022
Q2 		$521K Hold
17,099
– – 0.15% 94
2022
Q1 		$582K Hold
17,099
– – 0.18% 73
2021
Q4 		$591K Hold
17,099
– – 0.18% 79
2021
Q3 		$559K Hold
17,099
– – 0.19% 80
2021
Q2 		$552K Hold
17,099
– – 0.19% 79
2021
Q1 		$534K Hold
17,099
– – 0.21% 76
2020
Q4 		$514K Hold
17,099
– – 0.23% 64
2020
Q3 		$477K Sell
17,099
-798
-4% -$21.6K 0.24% 60
2020
Q2 		$463K Hold
17,897
– – 0.25% 56
2020
Q1 		$401K Hold
17,897
– – 0.27% 63
2019
Q4 		$469K Buy
17,897
+33
+0.2% +$841 0.27% 65
2019
Q3 		$444K Hold
17,864
– – 0.27% 71
2019
Q2 		$445K Buy
17,864
+16,352
+1,081% +$402K 0.27% 72
2019
Q1 		$37K Buy
1,512
+215
+17% +$5.06K 0.02% 308
2018
Q4 		$29K Buy
+1,297
New +$30.3K 0.02% 317

Other funds holding BOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Bedel Financial Consulting's BOCT Position: Q3 2024 in Review

Bedel Financial Consulting sold out of Innovator US Equity Buffer ETF October (BOCT) in Q3 2024, closing a stake of 16,400 shares — an estimated $682K sold.

Bedel Financial Consulting first reported a position in BOCT in Q4 2018 and held it in 23 quarters. The position peaked at $682K in Q2 2024. 82 funds tracked by Wall St. Rank hold BOCT as of Q3 2024.

  • Bedel Financial Consulting reported no remaining Innovator US Equity Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Bedel Financial Consulting sold 16,400 Innovator US Equity Buffer ETF October shares in Q3 2024, an estimated $682K.
  • Bedel Financial Consulting first reported a position in Innovator US Equity Buffer ETF October in Q4 2018 and held it in 23 quarters.
  • Bedel Financial Consulting's Innovator US Equity Buffer ETF October position peaked at $682K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2024.

Based on Bedel Financial Consulting's 13F filing for Q3 2024, filed 12 Nov 2024.