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TrustCore Financial Services’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

TrustCore Financial Services’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
2022
Q4 		$19M Buy
597,420
+526,185
+739% +$16.6M 1.67% 16
2022
Q3 		$2.13M Buy
+71,235
New +$2.25M 0.2% 56

Other funds holding BOCT

BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

TrustCore Financial Services's BOCT Position: Q4 2022 in Review

TrustCore Financial Services increased its Innovator US Equity Buffer ETF October (BOCT) stake by 739% in Q4 2022, buying an estimated $16.6M and bringing the position to 597,420 shares worth $19M. The position accounts for 1.67% of the portfolio, ranked #16.

TrustCore Financial Services first reported a position in BOCT in Q3 2022 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold BOCT as of Q4 2022.

  • TrustCore Financial Services held 597,420 shares of Innovator US Equity Buffer ETF October worth $19M as of Q4 2022.
  • TrustCore Financial Services bought 526,185 Innovator US Equity Buffer ETF October shares in Q4 2022, an estimated $16.6M.
  • Innovator US Equity Buffer ETF October made up 1.67% of TrustCore Financial Services's portfolio in Q4 2022, its #16 holding.
  • TrustCore Financial Services first reported a position in Innovator US Equity Buffer ETF October in Q3 2022 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.