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Cetera Advisor Networks’s Innovator Premium Income 15 Buffer ETF October LOCT Stock Holding History

Cetera Advisor Networks’s Portfolio LOCT Stock Details LOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$898K Sell
37,451
-25,148
-40% -$606K ﹤0.01% 1540
2023
Q4 		$1.51M Buy
+62,599
New +$1.5M 0.01% 1119

Other funds holding LOCT

MFG
MTM Financial Group Bethlehem, Pennsylvania $233M AUM 14.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SW
Schulz Wealth Mansfield, Texas $156M AUM 13.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Cetera Advisor Networks's LOCT Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Innovator Premium Income 15 Buffer ETF October (LOCT) stake by 40% in Q1 2024, selling an estimated $606K and leaving 37,451 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Cetera Advisor Networks first reported a position in LOCT in Q4 2023 and has held it in 2 quarters since. The position peaked at $1.51M in Q4 2023. 8 funds tracked by Wall St. Rank hold LOCT as of Q1 2024.

  • Cetera Advisor Networks held 37,451 shares of Innovator Premium Income 15 Buffer ETF October worth $898K as of Q1 2024.
  • Cetera Advisor Networks sold 25,148 Innovator Premium Income 15 Buffer ETF October shares in Q1 2024, an estimated $606K.
  • Innovator Premium Income 15 Buffer ETF October made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1540 holding.
  • Cetera Advisor Networks first reported a position in Innovator Premium Income 15 Buffer ETF October in Q4 2023 and has held it in 2 quarters since.
  • Cetera Advisor Networks's Innovator Premium Income 15 Buffer ETF October position peaked at $1.51M in Q4 2023.
  • 8 funds tracked by Wall St. Rank held Innovator Premium Income 15 Buffer ETF October as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.