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Money Concepts Capital’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-820
Closed -$26K – 763
2022
Q4 		$26K Buy
+820
New +$25.8K ﹤0.01% 1539

Other funds holding BOCT

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Money Concepts Capital's BOCT Position: Q1 2023 in Review

Money Concepts Capital sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2023, closing a stake of 820 shares — an estimated $26K sold.

Money Concepts Capital first reported a position in BOCT in Q4 2022 and held it in 1 quarter. The position peaked at $26K in Q4 2022. 76 funds tracked by Wall St. Rank hold BOCT as of Q1 2023.

  • Money Concepts Capital reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 820 Innovator US Equity Buffer ETF October shares in Q1 2023, an estimated $26K.
  • Money Concepts Capital first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Innovator US Equity Buffer ETF October position peaked at $26K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.