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Crown Wealth Group’s Innovator Growth-100 Power Buffer ETF October NOCT Stock Holding History

Crown Wealth Group’s Portfolio NOCT Stock Details NOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-9,273
Closed -$425K – 115
2023
Q4 		$425K Buy
+9,273
New +$408K 0.26% 49

Other funds holding NOCT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return

Crown Wealth Group's NOCT Position: Q1 2024 in Review

Crown Wealth Group sold out of Innovator Growth-100 Power Buffer ETF October (NOCT) in Q1 2024, closing a stake of 9,273 shares — an estimated $425K sold.

Crown Wealth Group first reported a position in NOCT in Q4 2023 and held it in 1 quarter. The position peaked at $425K in Q4 2023. 69 funds tracked by Wall St. Rank hold NOCT as of Q1 2024.

  • Crown Wealth Group reported no remaining Innovator Growth-100 Power Buffer ETF October position as of Q1 2024 after selling out during the quarter.
  • Crown Wealth Group sold 9,273 Innovator Growth-100 Power Buffer ETF October shares in Q1 2024, an estimated $425K.
  • Crown Wealth Group first reported a position in Innovator Growth-100 Power Buffer ETF October in Q4 2023 and held it in 1 quarter.
  • Crown Wealth Group's Innovator Growth-100 Power Buffer ETF October position peaked at $425K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF October as of Q1 2024.

Based on Crown Wealth Group's 13F filing for Q1 2024, filed 1 May 2024.