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Clearview Wealth Advisors’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Clearview Wealth Advisors’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
Q4 		– Sell
-1,800
Closed -$59K – 696
2021
Q3 		$59K Hold
1,800
– – 0.04% 222
2021
Q2 		$58K Hold
1,800
– – 0.04% 228
2021
Q1 		$56K Hold
1,800
– – 0.04% 217
2020
Q4 		$54K Buy
+1,800
New +$52.1K 0.04% 191

Other funds holding BOCT

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Clearview Wealth Advisors's BOCT Position: Q4 2021 in Review

Clearview Wealth Advisors sold out of Innovator US Equity Buffer ETF October (BOCT) in Q4 2021, closing a stake of 1,800 shares — an estimated $59K sold.

Clearview Wealth Advisors first reported a position in BOCT in Q4 2020 and held it in 4 quarters. The position peaked at $59K in Q3 2021. 56 funds tracked by Wall St. Rank hold BOCT as of Q4 2021.

  • Clearview Wealth Advisors reported no remaining Innovator US Equity Buffer ETF October position as of Q4 2021 after selling out during the quarter.
  • Clearview Wealth Advisors sold 1,800 Innovator US Equity Buffer ETF October shares in Q4 2021, an estimated $59K.
  • Clearview Wealth Advisors first reported a position in Innovator US Equity Buffer ETF October in Q4 2020 and held it in 4 quarters.
  • Clearview Wealth Advisors's Innovator US Equity Buffer ETF October position peaked at $59K in Q3 2021.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q4 2021.

Based on Clearview Wealth Advisors's 13F filing for Q4 2021, filed 2 Feb 2022.