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Berkshire Money Management’s Innovator Growth-100 Power Buffer ETF October NOCT Stock Holding History

Berkshire Money Management’s Portfolio NOCT Stock Details NOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,063
Closed -$388K – 48
2022
Q4 		$388K Buy
+11,063
New +$392K 0.06% 44

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Truist Financial
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PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
ICG
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return

Berkshire Money Management's NOCT Position: Q1 2023 in Review

Berkshire Money Management sold out of Innovator Growth-100 Power Buffer ETF October (NOCT) in Q1 2023, closing a stake of 11,063 shares — an estimated $388K sold.

Berkshire Money Management first reported a position in NOCT in Q4 2022 and held it in 1 quarter. The position peaked at $388K in Q4 2022. 62 funds tracked by Wall St. Rank hold NOCT as of Q1 2023.

  • Berkshire Money Management reported no remaining Innovator Growth-100 Power Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Berkshire Money Management sold 11,063 Innovator Growth-100 Power Buffer ETF October shares in Q1 2023, an estimated $388K.
  • Berkshire Money Management first reported a position in Innovator Growth-100 Power Buffer ETF October in Q4 2022 and held it in 1 quarter.
  • Berkshire Money Management's Innovator Growth-100 Power Buffer ETF October position peaked at $388K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF October as of Q1 2023.

Based on Berkshire Money Management's 13F filing for Q1 2023, filed 12 May 2023.