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Stratos Wealth Advisors’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Stratos Wealth 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
2024
Q3 		– Sell
-5,256
Closed -$219K – 737
2024
Q2 		$219K Hold
5,256
– – 0.01% 644
2024
Q1 		$213K Hold
5,256
– – 0.01% 615
2023
Q4 		$202K Buy
+5,256
New +$193K 0.01% 645

Other funds holding BOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Stratos Wealth Advisors's BOCT Position: Q3 2024 in Review

Stratos Wealth Advisors sold out of Innovator US Equity Buffer ETF October (BOCT) in Q3 2024, closing a stake of 5,256 shares — an estimated $219K sold.

Stratos Wealth Advisors first reported a position in BOCT in Q4 2023 and held it in 3 quarters. The position peaked at $219K in Q2 2024. 82 funds tracked by Wall St. Rank hold BOCT as of Q3 2024.

  • Stratos Wealth Advisors reported no remaining Innovator US Equity Buffer ETF October position as of Q3 2024 after selling out during the quarter.
  • Stratos Wealth Advisors sold 5,256 Innovator US Equity Buffer ETF October shares in Q3 2024, an estimated $219K.
  • Stratos Wealth Advisors first reported a position in Innovator US Equity Buffer ETF October in Q4 2023 and held it in 3 quarters.
  • Stratos Wealth Advisors's Innovator US Equity Buffer ETF October position peaked at $219K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q3 2024.

Based on Stratos Wealth Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.