SB
BOCT icon

Strategic Blueprint’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Strategic Blueprint’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
2021
Q4 		– Sell
-7,249
Closed -$237K – 489
2021
Q3 		$237K Buy
+7,249
New +$236K 0.04% 367
2021
Q2 		– Sell
-32,100
Closed -$1M – 1416
2021
Q1 		$1M Buy
32,100
+10,400
+48% +$317K 0.21% 101
2020
Q4 		$653K Buy
+21,700
New +$628K 0.16% 118

Other funds holding BOCT

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Strategic Blueprint's BOCT Position: Q4 2021 in Review

Strategic Blueprint sold out of Innovator US Equity Buffer ETF October (BOCT) in Q4 2021, closing a stake of 7,249 shares — an estimated $237K sold.

Strategic Blueprint first reported a position in BOCT in Q4 2020 and held it in 3 quarters. The position peaked at $1M in Q1 2021. 56 funds tracked by Wall St. Rank hold BOCT as of Q4 2021.

  • Strategic Blueprint reported no remaining Innovator US Equity Buffer ETF October position as of Q4 2021 after selling out during the quarter.
  • Strategic Blueprint sold 7,249 Innovator US Equity Buffer ETF October shares in Q4 2021, an estimated $237K.
  • Strategic Blueprint first reported a position in Innovator US Equity Buffer ETF October in Q4 2020 and held it in 3 quarters.
  • Strategic Blueprint's Innovator US Equity Buffer ETF October position peaked at $1M in Q1 2021.
  • 56 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q4 2021.

Based on Strategic Blueprint's 13F filing for Q4 2021, filed 14 Feb 2022.