Wealth Enhancement Advisory Services’s Innovator US Equity Buffer ETF October BOCT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $401K | Buy |
8,774
+1,899
| +28% | +$86.9K | ﹤0.01% | 2370 |
|
2025
Q1 | $289K | Hold |
6,875
| – | – | ﹤0.01% | 2453 |
|
2024
Q4 | $297K | Buy |
6,875
+368
| +6% | +$15.9K | ﹤0.01% | 2365 |
|
2024
Q3 | $276K | Sell |
6,507
-2,340
| -26% | -$99.3K | ﹤0.01% | 2213 |
|
2024
Q2 | $368K | Hold |
8,847
| – | – | ﹤0.01% | 1837 |
|
2024
Q1 | $358K | Buy |
+8,847
| New | +$358K | ﹤0.01% | 1802 |
|