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

Wealth Management Solutions’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
Q1 		– Sell
-5,937
Closed -$205K – 114
2021
Q4 		$205K Buy
+5,937
New +$201K 0.11% 115

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Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Wealth Management Solutions's BOCT Position: Q1 2022 in Review

Wealth Management Solutions sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2022, closing a stake of 5,937 shares — an estimated $205K sold.

Wealth Management Solutions first reported a position in BOCT in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 58 funds tracked by Wall St. Rank hold BOCT as of Q1 2022.

  • Wealth Management Solutions reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 5,937 Innovator US Equity Buffer ETF October shares in Q1 2022, an estimated $205K.
  • Wealth Management Solutions first reported a position in Innovator US Equity Buffer ETF October in Q4 2021 and held it in 1 quarter.
  • Wealth Management Solutions's Innovator US Equity Buffer ETF October position peaked at $205K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2022.

Based on Wealth Management Solutions's 13F filing for Q1 2022, filed 6 May 2022.