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OneDigital Investment Advisors’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

OneDigital Investment Advisors’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
2021
Q3 		– Sell
-6,392
Closed -$206K – 769
2021
Q2 		$206K Sell
6,392
-3,367
-35% -$107K 0.01% 673
2021
Q1 		$305K Buy
9,759
+3,107
+47% +$94.7K 0.01% 508
2020
Q4 		$200K Buy
+6,652
New +$193K 0.01% 605

Other funds holding BOCT

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.37B AUM 20.02% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

OneDigital Investment Advisors's BOCT Position: Q3 2021 in Review

OneDigital Investment Advisors sold out of Innovator US Equity Buffer ETF October (BOCT) in Q3 2021, closing a stake of 6,392 shares — an estimated $206K sold.

OneDigital Investment Advisors first reported a position in BOCT in Q4 2020 and held it in 3 quarters. The position peaked at $305K in Q1 2021. 37 funds tracked by Wall St. Rank hold BOCT as of Q3 2021.

  • OneDigital Investment Advisors reported no remaining Innovator US Equity Buffer ETF October position as of Q3 2021 after selling out during the quarter.
  • OneDigital Investment Advisors sold 6,392 Innovator US Equity Buffer ETF October shares in Q3 2021, an estimated $206K.
  • OneDigital Investment Advisors first reported a position in Innovator US Equity Buffer ETF October in Q4 2020 and held it in 3 quarters.
  • OneDigital Investment Advisors's Innovator US Equity Buffer ETF October position peaked at $305K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2021.

Based on OneDigital Investment Advisors's 13F filing for Q3 2021, filed 5 Nov 2021.