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

Financial Enhancement 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
2022
Q3 		– Sell
-10,951
Closed -$333K – 301
2022
Q2 		$333K Buy
10,951
+123
+1% +$3.93K 0.07% 87
2022
Q1 		$369K Sell
10,828
-273
-2% -$9.14K 0.07% 85
2021
Q4 		$384K Buy
11,101
+23
+0.2% +$779 0.07% 84
2021
Q3 		$362K Sell
11,078
-3,097
-22% -$101K 0.07% 80
2021
Q2 		$457K Sell
14,175
-1,317
-9% -$41.9K 0.09% 74
2021
Q1 		$484K Sell
15,492
-5,991
-28% -$183K 0.1% 68
2020
Q4 		$646K Sell
21,483
-4,624
-18% -$134K 0.14% 68
2020
Q3 		$728K Sell
26,107
-1,436
-5% -$38.9K 0.17% 61
2020
Q2 		$713K Sell
27,543
-2,207
-7% -$54.6K 0.18% 66
2020
Q1 		$666K Buy
+29,750
New +$748K 0.2% 63
2019
Q4 		– Sell
-31,900
Closed -$793K – 265
2019
Q3 		$793K Sell
31,900
-2,234
-7% -$55.9K 0.21% 45
2019
Q2 		$851K Sell
34,134
-510
-1% -$12.5K 0.25% 52
2019
Q1 		$837K Buy
+34,644
New +$815K 0.25% 48

Other funds holding BOCT

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 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
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Financial Enhancement Group's BOCT Position: Q3 2022 in Review

Financial Enhancement Group sold out of Innovator US Equity Buffer ETF October (BOCT) in Q3 2022, closing a stake of 10,951 shares — an estimated $333K sold.

Financial Enhancement Group first reported a position in BOCT in Q1 2019 and held it in 13 quarters. The position peaked at $851K in Q2 2019. 54 funds tracked by Wall St. Rank hold BOCT as of Q3 2022.

  • Financial Enhancement Group reported no remaining Innovator US Equity Buffer ETF October position as of Q3 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 10,951 Innovator US Equity Buffer ETF October shares in Q3 2022, an estimated $333K.
  • Financial Enhancement Group first reported a position in Innovator US Equity Buffer ETF October in Q1 2019 and held it in 13 quarters.
  • Financial Enhancement Group's Innovator US Equity Buffer ETF October position peaked at $851K in Q2 2019.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2022.

Based on Financial Enhancement Group's 13F filing for Q3 2022, filed 27 Oct 2022.