KF
EOCT icon

Krilogy Financial’s Innovator Emerging Markets Power Buffer ETF October EOCT Stock Holding History

Krilogy Financial’s Portfolio EOCT Stock Details EOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,640
Closed -$478K – 261
2023
Q1 		$478K Sell
20,640
-4,200
-17% -$96.8K 0.04% 273
2022
Q4 		$553K Buy
+24,840
New +$537K 0.05% 240

Other funds holding EOCT

MSRI
Michael S. Ryan Inc Latham, New York $200M AUM 26.3% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Krilogy Financial's EOCT Position: Q2 2023 in Review

Krilogy Financial sold out of Innovator Emerging Markets Power Buffer ETF October (EOCT) in Q2 2023, closing a stake of 20,640 shares — an estimated $478K sold.

Krilogy Financial first reported a position in EOCT in Q4 2022 and held it in 2 quarters. The position peaked at $553K in Q4 2022. 21 funds tracked by Wall St. Rank hold EOCT as of Q2 2023.

  • Krilogy Financial reported no remaining Innovator Emerging Markets Power Buffer ETF October position as of Q2 2023 after selling out during the quarter.
  • Krilogy Financial sold 20,640 Innovator Emerging Markets Power Buffer ETF October shares in Q2 2023, an estimated $478K.
  • Krilogy Financial first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q4 2022 and held it in 2 quarters.
  • Krilogy Financial's Innovator Emerging Markets Power Buffer ETF October position peaked at $553K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q2 2023.

Based on Krilogy Financial's 13F filing for Q2 2023, filed 19 Jul 2023.