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Bright Futures Wealth Management’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Bright Futures Wealth Management’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
Q4 		– Sell
-6,833
Closed -$292K – 141
2024
Q3 		$292K Buy
+6,833
New +$287K 0.14% 172

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IIA
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Cetera Investment Advisers
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Osaic Holdings
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CAPTRUST Financial Advisors
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FFA
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Bright Futures Wealth Management's BOCT Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Innovator US Equity Buffer ETF October (BOCT) in Q4 2024, closing a stake of 6,833 shares — an estimated $292K sold.

Bright Futures Wealth Management first reported a position in BOCT in Q3 2024 and held it in 1 quarter. The position peaked at $292K in Q3 2024. 98 funds tracked by Wall St. Rank hold BOCT as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Innovator US Equity Buffer ETF October position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 6,833 Innovator US Equity Buffer ETF October shares in Q4 2024, an estimated $292K.
  • Bright Futures Wealth Management first reported a position in Innovator US Equity Buffer ETF October in Q3 2024 and held it in 1 quarter.
  • Bright Futures Wealth Management's Innovator US Equity Buffer ETF October position peaked at $292K in Q3 2024.
  • 98 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.