Blue Bell Private Wealth Management’s Innovator Emerging Markets Power Buffer ETF October EOCT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,215
Closed -$52K 686
2023
Q2
$52K Hold
2,215
0.01% 250
2023
Q1
$51.3K Hold
2,215
0.02% 226
2022
Q4
$49.3K Buy
+2,215
New +$47.9K 0.02% 216

Other funds holding EOCT

Blue Bell Private Wealth Management's EOCT Position: Q3 2023 in Review

Blue Bell Private Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF October (EOCT) in Q3 2023, closing a stake of 2,215 shares — an estimated $52K sold.

Blue Bell Private Wealth Management first reported a position in EOCT in Q4 2022 and held it in 3 quarters. The position peaked at $52K in Q2 2023. 20 funds tracked by Wall St. Rank hold EOCT as of Q3 2023.

  • Blue Bell Private Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 2,215 Innovator Emerging Markets Power Buffer ETF October shares in Q3 2023, an estimated $52K.
  • Blue Bell Private Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q4 2022 and held it in 3 quarters.
  • Blue Bell Private Wealth Management's Innovator Emerging Markets Power Buffer ETF October position peaked at $52K in Q2 2023.
  • 20 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q3 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.