Leading Edge Financial Planning’s Innovator Growth-100 Power Buffer ETF October NOCT Stock Holding History

Leading Edge Financial Planning’s Portfolio NOCT Stock Details NOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,273	Closed	-$203K	–	54
2024 Q1	$203K	Sell	4,273 -675	-14%	-$31.6K	0.09%	50
2023 Q4	$227K	Buy	+4,948	New	+$217K	0.12%	54
2023 Q3	–	Sell	-7,879	Closed	-$328K	–	70
2023 Q2	$328K	Sell	7,879 -1,970	-20%	-$79.2K	0.21%	42
2023 Q1	$385K	Sell	9,849 -700	-7%	-$26.2K	0.28%	44
2022 Q4	$370K	Buy	+10,549	New	+$374K	0.32%	44

Other funds holding NOCT

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Leading Edge Financial Planning's NOCT Position: Q2 2024 in Review

Leading Edge Financial Planning sold out of Innovator Growth-100 Power Buffer ETF October (NOCT) in Q2 2024, closing a stake of 4,273 shares — an estimated $203K sold.

Leading Edge Financial Planning first reported a position in NOCT in Q4 2022 and held it in 5 quarters. The position peaked at $385K in Q1 2023. 68 funds tracked by Wall St. Rank hold NOCT as of Q2 2024.

Leading Edge Financial Planning reported no remaining Innovator Growth-100 Power Buffer ETF October position as of Q2 2024 after selling out during the quarter.
Leading Edge Financial Planning sold 4,273 Innovator Growth-100 Power Buffer ETF October shares in Q2 2024, an estimated $203K.
Leading Edge Financial Planning first reported a position in Innovator Growth-100 Power Buffer ETF October in Q4 2022 and held it in 5 quarters.
Leading Edge Financial Planning's Innovator Growth-100 Power Buffer ETF October position peaked at $385K in Q1 2023.
68 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF October as of Q2 2024.

Based on Leading Edge Financial Planning's 13F filing for Q2 2024, filed 1 Aug 2024.