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Tradition Wealth Management’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Tradition Wealth Management’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
Q2 		– Sell
-6,898
Closed -$215K – 1165
2021
Q1 		$215K Sell
6,898
-38,913
-85% -$1.19M 0.04% 243
2020
Q4 		$1.38M Buy
+45,811
New +$1.33M 0.27% 83

Other funds holding BOCT

MWM
Maltin Wealth Management Ridgewood, New Jersey $262M AUM 19.65% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
DI
DFPG Investments Sandy, Utah $1.28B AUM 27.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Tradition Wealth Management's BOCT Position: Q2 2021 in Review

Tradition Wealth Management sold out of Innovator US Equity Buffer ETF October (BOCT) in Q2 2021, closing a stake of 6,898 shares — an estimated $215K sold.

Tradition Wealth Management first reported a position in BOCT in Q4 2020 and held it in 2 quarters. The position peaked at $1.38M in Q4 2020. 36 funds tracked by Wall St. Rank hold BOCT as of Q2 2021.

  • Tradition Wealth Management reported no remaining Innovator US Equity Buffer ETF October position as of Q2 2021 after selling out during the quarter.
  • Tradition Wealth Management sold 6,898 Innovator US Equity Buffer ETF October shares in Q2 2021, an estimated $215K.
  • Tradition Wealth Management first reported a position in Innovator US Equity Buffer ETF October in Q4 2020 and held it in 2 quarters.
  • Tradition Wealth Management's Innovator US Equity Buffer ETF October position peaked at $1.38M in Q4 2020.
  • 36 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2021.

Based on Tradition Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.