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CRA Financial Services’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

CRA Financial Services’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
2023
Q2 		– Sell
-6,660
Closed -$225K – 210
2023
Q1 		$225K Hold
6,660
– – 0.07% 181
2022
Q4 		$212K Sell
6,660
-600
-8% -$18.9K 0.07% 187
2022
Q3 		$217K Hold
7,260
– – 0.08% 172
2022
Q2 		$221K Buy
+7,260
New +$232K 0.08% 179

Other funds holding BOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CRA Financial Services's BOCT Position: Q2 2023 in Review

CRA Financial Services sold out of Innovator US Equity Buffer ETF October (BOCT) in Q2 2023, closing a stake of 6,660 shares — an estimated $225K sold.

CRA Financial Services first reported a position in BOCT in Q2 2022 and held it in 4 quarters. The position peaked at $225K in Q1 2023. 68 funds tracked by Wall St. Rank hold BOCT as of Q2 2023.

  • CRA Financial Services reported no remaining Innovator US Equity Buffer ETF October position as of Q2 2023 after selling out during the quarter.
  • CRA Financial Services sold 6,660 Innovator US Equity Buffer ETF October shares in Q2 2023, an estimated $225K.
  • CRA Financial Services first reported a position in Innovator US Equity Buffer ETF October in Q2 2022 and held it in 4 quarters.
  • CRA Financial Services's Innovator US Equity Buffer ETF October position peaked at $225K in Q1 2023.
  • 68 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2023.

Based on CRA Financial Services's 13F filing for Q2 2023, filed 11 Jul 2023.