Fidelity Investments
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Fidelity Investments’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Fidelity Investments’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
2024
Q1 		– Sell
-1
Closed -$38 – 5381
2023
Q4 		$38 Sell
1
-2
-67% -$73 ﹤0.01% 5076
2023
Q3 		$107 Buy
+3
New +$110 ﹤0.01% 4844

Other funds holding BOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments's BOCT Position: Q1 2024 in Review

Fidelity Investments sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2024, closing a stake of 1 share — an estimated $38 sold.

Fidelity Investments first reported a position in BOCT in Q3 2023 and held it in 2 quarters. The position peaked at $107 in Q3 2023. 91 funds tracked by Wall St. Rank hold BOCT as of Q1 2024.

  • Fidelity Investments reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Innovator US Equity Buffer ETF October share in Q1 2024, an estimated $38.
  • Fidelity Investments first reported a position in Innovator US Equity Buffer ETF October in Q3 2023 and held it in 2 quarters.
  • Fidelity Investments's Innovator US Equity Buffer ETF October position peaked at $107 in Q3 2023.
  • 91 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.