Householder Group Estate & Retirement Specialist’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$19K	Hold	458	–	–	0.01%	291
2024 Q3	$19K	Hold	458	–	–	0.01%	687
2024 Q2	$19K	Hold	458	–	–	0.01%	684
2024 Q1	$18.5K	Hold	458	–	–	0.01%	688
2023 Q4	$17K	Buy	+458	New	+$16.8K	0.01%	665

Other funds holding BOCT

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BOCT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Innovator US Equity Buffer ETF October (BOCT) position steady in Q4 2024 at 458 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #291.

Householder Group Estate & Retirement Specialist first reported a position in BOCT in Q4 2023 and has held it in 5 quarters since. 98 funds tracked by Wall St. Rank hold BOCT as of Q4 2024.

Householder Group Estate & Retirement Specialist held 458 shares of Innovator US Equity Buffer ETF October worth $19K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its Innovator US Equity Buffer ETF October share count unchanged in Q4 2024.
Innovator US Equity Buffer ETF October made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #291 holding.
Householder Group Estate & Retirement Specialist first reported a position in Innovator US Equity Buffer ETF October in Q4 2023 and has held it in 5 quarters since.
98 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.