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Capital Analysts LLC’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Capital Analysts LLC’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
Q2 		– Sell
-616
Closed -$25K – 1204
2024
Q1 		$25K Hold
616
– – ﹤0.01% 779
2023
Q4 		$24K Hold
616
– – ﹤0.01% 786
2023
Q3 		$22K Buy
+616
New +$22.5K ﹤0.01% 750

Other funds holding BOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Capital Analysts LLC's BOCT Position: Q2 2024 in Review

Capital Analysts LLC sold out of Innovator US Equity Buffer ETF October (BOCT) in Q2 2024, closing a stake of 616 shares — an estimated $25K sold.

Capital Analysts LLC first reported a position in BOCT in Q3 2023 and held it in 3 quarters. The position peaked at $25K in Q1 2024. 90 funds tracked by Wall St. Rank hold BOCT as of Q2 2024.

  • Capital Analysts LLC reported no remaining Innovator US Equity Buffer ETF October position as of Q2 2024 after selling out during the quarter.
  • Capital Analysts LLC sold 616 Innovator US Equity Buffer ETF October shares in Q2 2024, an estimated $25K.
  • Capital Analysts LLC first reported a position in Innovator US Equity Buffer ETF October in Q3 2023 and held it in 3 quarters.
  • Capital Analysts LLC's Innovator US Equity Buffer ETF October position peaked at $25K in Q1 2024.
  • 90 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2024.

Based on Capital Analysts LLC's 13F filing for Q2 2024, filed 14 Aug 2024.