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Kathmere Capital Management’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Kathmere Capital Management’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
2021
Q1 		– Sell
-941
Closed -$28K – 162
2020
Q4 		$28K Sell
941
-70
-7% -$2.03K 0.01% 270
2020
Q3 		$28K Buy
+1,011
New +$27.4K 0.01% 255

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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 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
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

Kathmere Capital Management's BOCT Position: Q1 2021 in Review

Kathmere Capital Management sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2021, closing a stake of 941 shares — an estimated $28K sold.

Kathmere Capital Management first reported a position in BOCT in Q3 2020 and held it in 2 quarters. The position peaked at $28K in Q4 2020. 40 funds tracked by Wall St. Rank hold BOCT as of Q1 2021.

  • Kathmere Capital Management reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2021 after selling out during the quarter.
  • Kathmere Capital Management sold 941 Innovator US Equity Buffer ETF October shares in Q1 2021, an estimated $28K.
  • Kathmere Capital Management first reported a position in Innovator US Equity Buffer ETF October in Q3 2020 and held it in 2 quarters.
  • Kathmere Capital Management's Innovator US Equity Buffer ETF October position peaked at $28K in Q4 2020.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2021.

Based on Kathmere Capital Management's 13F filing for Q1 2021, filed 7 May 2021.