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Carroll Financial Associates’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Carroll Financial 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
2021
Q1 		– Sell
-1,740
Closed -$52K – 1632
2020
Q4 		$52K Hold
1,740
– – ﹤0.01% 690
2020
Q3 		$48K Hold
1,740
– – ﹤0.01% 663
2020
Q2 		$45K Buy
+1,740
New +$43K ﹤0.01% 675

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Osaic Holdings
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SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
DI
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SB
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BFA
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Carroll Financial Associates's BOCT Position: Q1 2021 in Review

Carroll Financial Associates sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2021, closing a stake of 1,740 shares — an estimated $52K sold.

Carroll Financial Associates first reported a position in BOCT in Q2 2020 and held it in 3 quarters. The position peaked at $52K in Q4 2020. 40 funds tracked by Wall St. Rank hold BOCT as of Q1 2021.

  • Carroll Financial Associates reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 1,740 Innovator US Equity Buffer ETF October shares in Q1 2021, an estimated $52K.
  • Carroll Financial Associates first reported a position in Innovator US Equity Buffer ETF October in Q2 2020 and held it in 3 quarters.
  • Carroll Financial Associates's Innovator US Equity Buffer ETF October position peaked at $52K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2021.

Based on Carroll Financial Associates's 13F filing for Q1 2021, filed 6 Apr 2021.