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West Family Investments’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

West Family Investments’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
Q1 		– Sell
-15,000
Closed -$451 – 81
2020
Q4 		$451 Buy
+15,000
New +$434K 0.14% 94
2020
Q2 		– Sell
-20,000
Closed -$448K – 93
2020
Q1 		$448K Buy
+20,000
New +$503K 0.18% 66

Other funds holding BOCT

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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return

West Family Investments's BOCT Position: Q1 2021 in Review

West Family Investments sold out of Innovator US Equity Buffer ETF October (BOCT) in Q1 2021, closing a stake of 15,000 shares — an estimated $451 sold.

West Family Investments first reported a position in BOCT in Q1 2020 and held it in 2 quarters. The position peaked at $448K in Q1 2020. 40 funds tracked by Wall St. Rank hold BOCT as of Q1 2021.

  • West Family Investments reported no remaining Innovator US Equity Buffer ETF October position as of Q1 2021 after selling out during the quarter.
  • West Family Investments sold 15,000 Innovator US Equity Buffer ETF October shares in Q1 2021, an estimated $451.
  • West Family Investments first reported a position in Innovator US Equity Buffer ETF October in Q1 2020 and held it in 2 quarters.
  • West Family Investments's Innovator US Equity Buffer ETF October position peaked at $448K in Q1 2020.
  • 40 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2021.

Based on West Family Investments's 13F filing for Q1 2021, filed 12 May 2021.