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PCA Investment Advisory Services’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-2,524
Closed -$91.8K – 146
2023
Q2 		$91.8K Buy
+2,524
New +$87.4K 0.05% 205

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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA Investment Advisory Services's BOCT Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Innovator US Equity Buffer ETF October (BOCT) in Q3 2023, closing a stake of 2,524 shares — an estimated $91.8K sold.

PCA Investment Advisory Services first reported a position in BOCT in Q2 2023 and held it in 1 quarter. The position peaked at $91.8K in Q2 2023. 64 funds tracked by Wall St. Rank hold BOCT as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Innovator US Equity Buffer ETF October position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 2,524 Innovator US Equity Buffer ETF October shares in Q3 2023, an estimated $91.8K.
  • PCA Investment Advisory Services first reported a position in Innovator US Equity Buffer ETF October in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Innovator US Equity Buffer ETF October position peaked at $91.8K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.