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Calton & Associates’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Calton & Associates’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
Q2 		– Sell
-8,462
Closed -$288K – 255
2022
Q1 		$288K Buy
+8,462
New +$283K 0.09% 257

Other funds holding BOCT

MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Calton & Associates's BOCT Position: Q2 2022 in Review

Calton & Associates sold out of Innovator US Equity Buffer ETF October (BOCT) in Q2 2022, closing a stake of 8,462 shares — an estimated $288K sold.

Calton & Associates first reported a position in BOCT in Q1 2022 and held it in 1 quarter. The position peaked at $288K in Q1 2022. 60 funds tracked by Wall St. Rank hold BOCT as of Q2 2022.

  • Calton & Associates reported no remaining Innovator US Equity Buffer ETF October position as of Q2 2022 after selling out during the quarter.
  • Calton & Associates sold 8,462 Innovator US Equity Buffer ETF October shares in Q2 2022, an estimated $288K.
  • Calton & Associates first reported a position in Innovator US Equity Buffer ETF October in Q1 2022 and held it in 1 quarter.
  • Calton & Associates's Innovator US Equity Buffer ETF October position peaked at $288K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2022.

Based on Calton & Associates's 13F filing for Q2 2022, filed 12 Jul 2022.