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Steward Financial Group’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Steward Financial Group’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
-3,939
Closed -$125K – 740
2022
Q4 		$125K Buy
+3,939
New +$124K 0.06% 50

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

Steward Financial Group's BOCT Position: Q1 2023 in Review

Steward Financial Group sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2023, closing a stake of 3,939 shares — an estimated $125K sold.

Steward Financial Group first reported a position in BOCT in Q4 2022 and held it in 1 quarter. The position peaked at $125K in Q4 2022. 76 funds tracked by Wall St. Rank hold BOCT as of Q1 2023.

  • Steward Financial Group reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2023 after selling out during the quarter.
  • Steward Financial Group sold 3,939 Innovator US Equity Buffer ETF October shares in Q1 2023, an estimated $125K.
  • Steward Financial Group first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and held it in 1 quarter.
  • Steward Financial Group's Innovator US Equity Buffer ETF October position peaked at $125K in Q4 2022.
  • 76 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2023.

Based on Steward Financial Group's 13F filing for Q1 2023, filed 5 May 2023.