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

Realta 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
2020
Q1 		– Sell
-1,265
Closed -$32K – 428
2019
Q4 		$32K Sell
1,265
-1,675
-57% -$42.7K 0.01% 782
2019
Q3 		$73K Buy
+2,940
New +$73.5K 0.02% 570

Other funds holding BOCT

BMM
Berkshire Money Management Dalton, Massachusetts $976M AUM 13.87% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Realta Investment Advisors's BOCT Position: Q1 2020 in Review

Realta Investment Advisors sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2020, closing a stake of 1,265 shares — an estimated $32K sold.

Realta Investment Advisors first reported a position in BOCT in Q3 2019 and held it in 2 quarters. The position peaked at $73K in Q3 2019. 33 funds tracked by Wall St. Rank hold BOCT as of Q1 2020.

  • Realta Investment Advisors reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,265 Innovator US Equity Buffer ETF October shares in Q1 2020, an estimated $32K.
  • Realta Investment Advisors first reported a position in Innovator US Equity Buffer ETF October in Q3 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Innovator US Equity Buffer ETF October position peaked at $73K in Q3 2019.
  • 33 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.