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Retirement Guys Formula’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Retirement Guys Formula’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
-6,853
Closed -$218K – 123
2022
Q4 		$218K Buy
+6,853
New +$216K 0.18% 115

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

Retirement Guys Formula's BOCT Position: Q1 2023 in Review

Retirement Guys Formula sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2023, closing a stake of 6,853 shares — an estimated $218K sold.

Retirement Guys Formula first reported a position in BOCT in Q4 2022 and held it in 1 quarter. The position peaked at $218K in Q4 2022. 76 funds tracked by Wall St. Rank hold BOCT as of Q1 2023.

  • Retirement Guys Formula reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Retirement Guys Formula sold 6,853 Innovator US Equity Buffer ETF October shares in Q1 2023, an estimated $218K.
  • Retirement Guys Formula first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and held it in 1 quarter.
  • Retirement Guys Formula's Innovator US Equity Buffer ETF October position peaked at $218K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2023.

Based on Retirement Guys Formula's 13F filing for Q1 2023, filed 18 Apr 2023.