Outlook Wealth Advisors’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Outlook Wealth 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
2025 Q1	–	Sell	-6,616	Closed	-$286K	–	264
2024 Q4	$286K	Buy	+6,616	New	+$286K	0.08%	219

Other funds holding BOCT

SCA

Stuart Chaussee & Associates Palos Verdes Estates, California $458M AUM 15.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Outlook Wealth Advisors's BOCT Position: Q1 2025 in Review

Outlook Wealth Advisors sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2025, closing a stake of 6,616 shares — an estimated $286K sold.

Outlook Wealth Advisors first reported a position in BOCT in Q4 2024 and held it in 1 quarter. The position peaked at $286K in Q4 2024. 95 funds tracked by Wall St. Rank hold BOCT as of Q1 2025.

Outlook Wealth Advisors reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2025 after selling out during the quarter.
Outlook Wealth Advisors sold 6,616 Innovator US Equity Buffer ETF October shares in Q1 2025, an estimated $286K.
Outlook Wealth Advisors first reported a position in Innovator US Equity Buffer ETF October in Q4 2024 and held it in 1 quarter.
Outlook Wealth Advisors's Innovator US Equity Buffer ETF October position peaked at $286K in Q4 2024.
95 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2025.

Based on Outlook Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.