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Mason & Associates (California)’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Mason & Associates (California)’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
2022
Q3 		– Sell
-155,172
Closed -$4.72M – 83
2022
Q2 		$4.72M Buy
+155,172
New +$4.96M 1.66% 16

Other funds holding BOCT

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 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
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

Mason & Associates (California)'s BOCT Position: Q3 2022 in Review

Mason & Associates (California) sold out of Innovator US Equity Buffer ETF October (BOCT) in Q3 2022, closing a stake of 155,172 shares — an estimated $4.72M sold.

Mason & Associates (California) first reported a position in BOCT in Q2 2022 and held it in 1 quarter. The position peaked at $4.72M in Q2 2022. 54 funds tracked by Wall St. Rank hold BOCT as of Q3 2022.

  • Mason & Associates (California) reported no remaining Innovator US Equity Buffer ETF October position as of Q3 2022 after selling out during the quarter.
  • Mason & Associates (California) sold 155,172 Innovator US Equity Buffer ETF October shares in Q3 2022, an estimated $4.72M.
  • Mason & Associates (California) first reported a position in Innovator US Equity Buffer ETF October in Q2 2022 and held it in 1 quarter.
  • Mason & Associates (California)'s Innovator US Equity Buffer ETF October position peaked at $4.72M in Q2 2022.
  • 54 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2022.

Based on Mason & Associates (California)'s 13F filing for Q3 2022, filed 20 Oct 2022.