LIWM
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Long Island Wealth Management’s Innovator Emerging Markets Power Buffer ETF October EOCT Stock Holding History

Long Island Wealth Management’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
2024
Q1 		– Sell
-6,250
Closed -$148K – 175
2023
Q4 		$148K Buy
+6,250
New +$142K 0.11% 84

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FMWA
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Osaic Holdings
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KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Long Island Wealth Management's EOCT Position: Q1 2024 in Review

Long Island Wealth Management sold out of Innovator Emerging Markets Power Buffer ETF October (EOCT) in Q1 2024, closing a stake of 6,250 shares — an estimated $148K sold.

Long Island Wealth Management first reported a position in EOCT in Q4 2023 and held it in 1 quarter. The position peaked at $148K in Q4 2023. 26 funds tracked by Wall St. Rank hold EOCT as of Q1 2024.

  • Long Island Wealth Management reported no remaining Innovator Emerging Markets Power Buffer ETF October position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 6,250 Innovator Emerging Markets Power Buffer ETF October shares in Q1 2024, an estimated $148K.
  • Long Island Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Innovator Emerging Markets Power Buffer ETF October position peaked at $148K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.