CPP
HOCT

Capasso Planning Partners’s Innovator Premium Income 9 Buffer ETF October HOCT Stock Holding History

Capasso Planning Partners’s Portfolio HOCT Stock Details HOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-56,583
Closed -$1.35M – 120
2024
Q3 		$1.35M Buy
+56,583
New +$1.35M 0.4% 47

Other funds holding HOCT

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capasso Planning Partners's HOCT Position: Q4 2024 in Review

Capasso Planning Partners sold out of Innovator Premium Income 9 Buffer ETF October (HOCT) in Q4 2024, closing a stake of 56,583 shares — an estimated $1.35M sold.

Capasso Planning Partners first reported a position in HOCT in Q3 2024 and held it in 1 quarter. The position peaked at $1.35M in Q3 2024. 8 funds tracked by Wall St. Rank hold HOCT as of Q4 2024.

  • Capasso Planning Partners reported no remaining Innovator Premium Income 9 Buffer ETF October position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 56,583 Innovator Premium Income 9 Buffer ETF October shares in Q4 2024, an estimated $1.35M.
  • Capasso Planning Partners first reported a position in Innovator Premium Income 9 Buffer ETF October in Q3 2024 and held it in 1 quarter.
  • Capasso Planning Partners's Innovator Premium Income 9 Buffer ETF October position peaked at $1.35M in Q3 2024.
  • 8 funds tracked by Wall St. Rank held Innovator Premium Income 9 Buffer ETF October as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.