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Spire Wealth Management’s Innovator Growth-100 Power Buffer ETF October NOCT Stock Holding History

Spire Wealth Management’s Portfolio NOCT Stock Details NOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-12,140
Closed -$427K – 2466
2022
Q2 		$427K Sell
12,140
-231
-2% -$8.49K 0.02% 521
2022
Q1 		$489K Hold
12,371
– – 0.01% 583
2021
Q4 		$501K Buy
+12,371
New +$495K 0.01% 703

Other funds holding NOCT

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PWA
Pillar Wealth Advisors West Chester, Pennsylvania $3.35M AUM 22.3% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $364M AUM 9.63% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $815M AUM 27.86% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $302M AUM 16.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Spire Wealth Management's NOCT Position: Q3 2022 in Review

Spire Wealth Management sold out of Innovator Growth-100 Power Buffer ETF October (NOCT) in Q3 2022, closing a stake of 12,140 shares — an estimated $427K sold.

Spire Wealth Management first reported a position in NOCT in Q4 2021 and held it in 3 quarters. The position peaked at $501K in Q4 2021. 34 funds tracked by Wall St. Rank hold NOCT as of Q3 2022.

  • Spire Wealth Management reported no remaining Innovator Growth-100 Power Buffer ETF October position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 12,140 Innovator Growth-100 Power Buffer ETF October shares in Q3 2022, an estimated $427K.
  • Spire Wealth Management first reported a position in Innovator Growth-100 Power Buffer ETF October in Q4 2021 and held it in 3 quarters.
  • Spire Wealth Management's Innovator Growth-100 Power Buffer ETF October position peaked at $501K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held Innovator Growth-100 Power Buffer ETF October as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.