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Blue Barn Wealth’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Blue Barn Wealth’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
2022
Q3 		– Sell
-8,154
Closed -$248K – 121
2022
Q2 		$248K Buy
+8,154
New +$260K 0.19% 87

Other funds holding BOCT

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IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Blue Barn Wealth's BOCT Position: Q3 2022 in Review

Blue Barn Wealth sold out of Innovator US Equity Buffer ETF October (BOCT) in Q3 2022, closing a stake of 8,154 shares — an estimated $248K sold.

Blue Barn Wealth first reported a position in BOCT in Q2 2022 and held it in 1 quarter. The position peaked at $248K in Q2 2022. 54 funds tracked by Wall St. Rank hold BOCT as of Q3 2022.

  • Blue Barn Wealth reported no remaining Innovator US Equity Buffer ETF October position as of Q3 2022 after selling out during the quarter.
  • Blue Barn Wealth sold 8,154 Innovator US Equity Buffer ETF October shares in Q3 2022, an estimated $248K.
  • Blue Barn Wealth first reported a position in Innovator US Equity Buffer ETF October in Q2 2022 and held it in 1 quarter.
  • Blue Barn Wealth's Innovator US Equity Buffer ETF October position peaked at $248K in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2022.

Based on Blue Barn Wealth's 13F filing for Q3 2022, filed 26 Oct 2022.