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

Integrity Financial’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
Q2 		– Sell
-91
Closed -$3K – 211
2022
Q1 		$3K Hold
91
– – ﹤0.01% 192
2021
Q4 		$3K Buy
+91
New +$3.08K ﹤0.01% 193

Other funds holding BOCT

MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $516M AUM 19.85% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Integrity Financial's BOCT Position: Q2 2022 in Review

Integrity Financial sold out of Innovator US Equity Buffer ETF October (BOCT) in Q2 2022, closing a stake of 91 shares — an estimated $3K sold.

Integrity Financial first reported a position in BOCT in Q4 2021 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 60 funds tracked by Wall St. Rank hold BOCT as of Q2 2022.

  • Integrity Financial reported no remaining Innovator US Equity Buffer ETF October position as of Q2 2022 after selling out during the quarter.
  • Integrity Financial sold 91 Innovator US Equity Buffer ETF October shares in Q2 2022, an estimated $3K.
  • Integrity Financial first reported a position in Innovator US Equity Buffer ETF October in Q4 2021 and held it in 2 quarters.
  • Integrity Financial's Innovator US Equity Buffer ETF October position peaked at $3K in Q1 2022.
  • 60 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2022.

Based on Integrity Financial's 13F filing for Q2 2022, filed 29 Jul 2022.