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DWM Financial Group’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

DWM Financial Group’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
2020
Q2 		– Sell
-12,604
Closed -$282K – 21
2020
Q1 		$282K Buy
+12,604
New +$317K 0.62% 23

Other funds holding BOCT

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

DWM Financial Group's BOCT Position: Q2 2020 in Review

DWM Financial Group sold out of Innovator US Equity Buffer ETF October (BOCT) in Q2 2020, closing a stake of 12,604 shares — an estimated $282K sold.

DWM Financial Group first reported a position in BOCT in Q1 2020 and held it in 1 quarter. The position peaked at $282K in Q1 2020. 30 funds tracked by Wall St. Rank hold BOCT as of Q2 2020.

  • DWM Financial Group reported no remaining Innovator US Equity Buffer ETF October position as of Q2 2020 after selling out during the quarter.
  • DWM Financial Group sold 12,604 Innovator US Equity Buffer ETF October shares in Q2 2020, an estimated $282K.
  • DWM Financial Group first reported a position in Innovator US Equity Buffer ETF October in Q1 2020 and held it in 1 quarter.
  • DWM Financial Group's Innovator US Equity Buffer ETF October position peaked at $282K in Q1 2020.
  • 30 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2020.

Based on DWM Financial Group's 13F filing for Q2 2020, filed 19 Aug 2020.