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Michael S. Ryan Inc’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

Michael S. Ryan Inc’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-358,561
Closed -$9.36M – 54
2023
Q2 		$9.36M Buy
+358,561
New +$9.21M 8.65% 4

Other funds holding IOCT

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Michael S. Ryan Inc's IOCT Position: Q3 2023 in Review

Michael S. Ryan Inc sold out of Innovator International Developed Power Buffer ETF October (IOCT) in Q3 2023, closing a stake of 358,561 shares — an estimated $9.36M sold.

Michael S. Ryan Inc first reported a position in IOCT in Q2 2023 and held it in 1 quarter. The position peaked at $9.36M in Q2 2023. 42 funds tracked by Wall St. Rank hold IOCT as of Q3 2023.

  • Michael S. Ryan Inc reported no remaining Innovator International Developed Power Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • Michael S. Ryan Inc sold 358,561 Innovator International Developed Power Buffer ETF October shares in Q3 2023, an estimated $9.36M.
  • Michael S. Ryan Inc first reported a position in Innovator International Developed Power Buffer ETF October in Q2 2023 and held it in 1 quarter.
  • Michael S. Ryan Inc's Innovator International Developed Power Buffer ETF October position peaked at $9.36M in Q2 2023.
  • 42 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q3 2023.

Based on Michael S. Ryan Inc's 13F filing for Q3 2023, filed 1 Nov 2023.