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Ladenburg Thalmann Financial Services’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$157K Buy
5,989
+1,704
+40% +$43.4K ﹤0.01% 2688
2019
Q3 		$106K Hold
4,285
– – ﹤0.01% 2892
2019
Q2 		$106K Buy
4,285
+2,985
+230% +$73.4K ﹤0.01% 2928
2019
Q1 		$31K Hold
1,300
– – ﹤0.01% 3727
2018
Q4 		$29K Buy
+1,300
New +$30.4K ﹤0.01% 3641

Other funds holding BOCT

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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 $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ladenburg Thalmann Financial Services's BOCT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Innovator US Equity Buffer ETF October (BOCT) stake by 40% in Q4 2019, buying an estimated $43.4K and bringing the position to 5,989 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #2688.

Ladenburg Thalmann Financial Services first reported a position in BOCT in Q4 2018 and has held it in 5 quarters since. 28 funds tracked by Wall St. Rank hold BOCT as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 5,989 shares of Innovator US Equity Buffer ETF October worth $157K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,704 Innovator US Equity Buffer ETF October shares in Q4 2019, an estimated $43.4K.
  • Innovator US Equity Buffer ETF October made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2688 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Innovator US Equity Buffer ETF October in Q4 2018 and has held it in 5 quarters since.
  • 28 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.