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Innovator U.S. Equity Buffer ETF - October (BOCT) Institutional Ownership

$43.23 0.00 (0.00%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Buffer ETF - October (BATS:BOCT)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$43.11M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$33.99M
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BOCT Institutional Buying and Selling by Quarter

Innovator U.S. Equity Buffer ETF - October Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/21/2024Wealthquest Corp75,562$3.19M0.3%-9.2%1.799%
11/19/2024 Barclays PLC13,597$577K0.0%N/A0.324%
11/15/2024 Barclays PLC13,597$577K0.0%N/A0.324%
11/15/2024 Continuum Advisory LLC2,081$90K0.0%-66.6%0.050%
11/15/2024 MML Investors Services LLC15,064$639K0.0%+2.6%0.359%
11/15/2024 SageView Advisory Group LLC7,189$305K0.0%N/A0.171%
11/15/2024 HighTower Advisors LLC155,859$6.62M0.0%+0.4%3.711%
11/14/2024 Captrust Financial Advisors127,937$5.43M0.0%-10.1%3.046%
11/14/2024 First Commonwealth Financial Corp PA 23,724$1.01M0.2%+18.3%0.565%
11/13/2024 Townsquare Capital LLC8,220$349K0.0%+22.0%0.196%
11/12/2024 Penserra Capital Management LLC298,452$12.67M0.3%+26.1%7.106%
11/12/2024 Cerity Partners LLC77,306$3.28M0.0%+130.8%1.841%
11/6/2024 Straight Path Wealth Management8,772$372K0.2%+46.2%0.209%
11/5/2024 Ashton Thomas Private Wealth LLC8,222$349K0.0%-29.8%0.196%
10/30/2024 Beacon Financial Advisory LLC6,212$264K0.1%-72.2%0.148%
10/29/2024 Janney Montgomery Scott LLC24,776$1.05M0.0%+9.7%0.590%
10/28/2024 Summit Wealth Partners LLC9,637$409K0.1%N/A0.229%
10/25/2024 Diversify Advisory Services LLC41,564$1.78M0.1%-4.6%0.990%
10/24/2024 Motiv8 Investments LLC38,462$1.63M1.1%+1.7%0.916%
10/24/2024 Wealth Enhancement Advisory Services LLC6,507$276K0.0%-26.4%0.155%
10/22/2024 DHJJ Financial Advisors Ltd.18,014$765K0.3%-2.2%0.429%
10/17/2024BCS Wealth Management10,119$430K0.2%-6.0%0.241%
10/9/2024 Maltin Wealth Management Inc.23,849$1.01M0.5%-1.3%0.568%
10/8/2024 City Center Advisors LLC11,737$498K0.6%-3.6%0.279%
8/26/2024Wealthquest Corp83,218$3.46M0.4%-6.2%1.981%
8/22/2024 Cetera Investment Advisers66,920$2.78M0.0%-14.7%1.593%
8/8/2024 Envestnet Asset Management Inc.66,396$2.76M0.0%-8.5%1.581%
8/8/2024 CoreCap Advisors LLC23,330$969K0.1%N/A0.555%
8/8/2024 WPWealth LLP12,267$510K0.1%-43.2%0.292%
8/7/2024 Vantage Financial Partners LLC5,084$211K0.1%-7.5%0.121%
8/7/2024 Ashton Thomas Private Wealth LLC11,714$487K0.0%-93.3%0.279%
8/6/2024 Motiv8 Investments LLC37,829$1.57M1.2%+5.3%0.901%
8/6/2024 Valtinson Bruner Financial Planning LLC13,637$567K0.2%-4.9%0.325%
8/5/2024 Blue Bell Private Wealth Management LLC39,028$1.62M0.3%-0.8%0.929%
7/31/2024Commonwealth Equity Services LLC577,223$24.00M0.0%-1.6%13.743%
7/30/2024 Integral Investment Advisors Inc.241,034$10.02M3.7%+1.3%5.739%
7/26/2024 Cambridge Investment Research Advisors Inc.46,466$1.93M0.0%-2.7%1.106%
7/22/2024 Krilogy Financial LLC17,885$744K0.1%-11.7%0.426%
7/18/2024 Brookstone Capital Management5,189$217K0.0%-26.8%0.124%
7/16/2024BCS Wealth Management10,768$448K0.2%-14.5%0.256%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

7/15/2024RFG Advisory LLC13,865$576K0.0%+29.0%0.330%
7/12/2024 Diversify Advisory Services LLC43,564$1.82M0.1%-8.6%1.037%
7/12/2024 DHJJ Financial Advisors Ltd.18,419$766K0.3%-4.0%0.439%
7/9/2024 Fragasso Financial Advisors Inc66,837$2.78M0.2%-5.1%1.591%
5/30/2024 Motiv8 Investments LLC35,915$1.45M1.1%+10.6%0.855%
5/24/2024Cetera Advisors LLC64,700$2.62M0.0%-6.1%1.540%
5/24/2024 Cetera Investment Advisers78,481$3.18M0.0%N/A1.869%
5/23/2024 FSA Advisors Inc.36,985$1.50M1.6%-1.3%0.881%
5/14/2024 First Commonwealth Financial Corp PA 19,220$778K0.2%+14.4%0.458%
5/9/2024Wealthquest Corp88,720$3.59M0.4%-65.9%2.112%
5/8/2024 Berkshire Money Management Inc.62,027$2.51M0.3%-53.7%1.477%
5/2/2024 Vantage Financial Partners LLC5,494$222K0.1%-5.6%0.130%
5/1/2024 Janney Montgomery Scott LLC26,198$1.06M0.0%-4.0%0.619%
5/1/2024 Diversify Advisory Services LLC47,674$1.93M0.1%N/A1.127%
4/29/2024Commonwealth Equity Services LLC586,465$23.73M0.0%-3.9%13.864%
4/25/2024 Cambridge Investment Research Advisors Inc.47,769$1.93M0.0%-16.1%1.129%
4/24/2024 Blue Bell Private Wealth Management LLC39,338$1.59M0.3%-1.9%0.930%
4/24/2024 Spire Wealth Management15,629$633K0.0%-17.4%0.369%
4/23/2024 McAdam LLC19,052$771K0.0%N/A0.450%
4/22/2024 Ashton Thomas Private Wealth LLC175,232$7.09M0.4%-3.2%4.143%
4/16/2024 Weaver Consulting Group4,987$202K0.1%N/A0.120%
4/15/2024 Brookstone Capital Management7,091$287K0.0%-96.4%0.171%
4/11/2024RFG Advisory LLC10,746$435K0.0%N/A0.259%
4/10/2024BCS Wealth Management12,598$510K0.2%-10.1%0.304%
3/6/2024 SageView Advisory Group LLC155,209$5.97M0.2%+2,402.6%3.740%
2/16/2024 SageView Advisory Group LLC155,209$5.97M0.2%+2,402.6%3.740%
2/16/2024Wealthquest Corp260,056$10.00M1.1%-21.7%6.266%
2/9/2024 SageView Advisory Group LLC155,209$5.97M0.2%+2,402.6%3.740%
2/9/2024 Cambridge Investment Research Advisors Inc.56,942$2.19M0.0%+13.4%1.372%
2/8/2024 Bedel Financial Consulting Inc.16,461$633K0.1%-2.6%0.397%
2/8/2024 Beacon Pointe Advisors LLC28,570$1.10M0.0%+1.3%0.688%
2/8/2024 Janney Montgomery Scott LLC27,294$1.05M0.0%+2.2%0.658%
2/7/2024 Avantax Advisory Services Inc.7,015$270K0.0%-12.6%0.169%
2/7/2024 Principal Securities Inc.2,908$112K0.0%N/A0.070%
2/6/2024 Valtinson Bruner Financial Planning LLC14,342$552K0.3%+20.5%0.346%
2/6/2024 Spire Wealth Management18,925$736K0.0%N/A0.456%
2/6/2024 Axxcess Wealth Management LLC7,603$292K0.0%N/A0.183%
2/6/2024 SRS Capital Advisors Inc.11,464$441K0.0%-3.1%0.276%
2/6/2024Commonwealth Equity Services LLC609,977$23.47M0.0%+17.5%14.698%
2/1/2024 Sigma Planning Corp19,558$752K0.1%+63.0%0.471%
1/31/2024 Integral Investment Advisors Inc.228,608$8.80M5.6%+27.9%5.509%
1/30/2024 DHJJ Financial Advisors Ltd.19,368$745K0.3%+3.8%0.467%
1/26/2024 Cerity Partners LLC52,777$2.03M0.0%+52.7%1.272%
1/26/2024 Krilogy Financial LLC20,260$779K0.1%-10.6%0.488%
1/25/2024 Blue Bell Private Wealth Management LLC40,099$1.54M0.4%+6.5%0.966%
1/24/2024Stratos Wealth Advisors LLC5,256$202K0.0%N/A0.127%
1/23/2024 Beacon Financial Advisory LLC24,080$926K0.4%+19.8%0.580%
1/19/2024 AdvisorNet Financial Inc2,041$79K0.0%-18.5%0.049%
1/18/2024 Maltin Wealth Management Inc.24,151$929K0.6%-3.3%0.582%
1/16/2024Raymond James Financial Services Advisors Inc.18,951$729K0.0%+19.3%0.457%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

1/16/2024 CoreCap Advisors LLC19,877$765K0.0%+7.4%0.479%
1/12/2024 Lantz Financial LLC17,869$687K0.2%+7.5%0.431%
1/11/2024 Brookstone Capital Management195,692$7.53M0.2%+12.6%4.715%
1/11/2024BCS Wealth Management14,019$539K0.2%N/A0.338%
1/10/2024Dfpg Investments LLC70,116$2.67M0.2%-1.2%1.690%
1/8/2024 Fragasso Group Inc.70,457$2.71M0.2%+38.5%1.698%
12/6/2023 Fragasso Group Inc.50,886$1.81M0.2%+16.9%1.226%
11/16/2023 Penserra Capital Management LLC133,871$4.75M0.1%+43.5%3.226%
11/15/2023 SRS Capital Advisors Inc.11,832$420K0.1%-3.7%0.285%
11/13/2023 Envestnet Asset Management Inc.93,913$3.33M0.0%+4.0%2.263%
(Data available from 1/1/2016 forward)

BOCT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOCT shares?

During the previous two years, 78 institutional investors and hedge funds held shares of Innovator U.S. Equity Buffer ETF - October. The most heavily invested institutionals were Commonwealth Equity Services LLC ($24.00M), Trustcore Financial Services LLC ($18.97M), Penserra Capital Management LLC ($12.67M), Integral Investment Advisors Inc. ($10.02M), HighTower Advisors LLC ($6.62M), Captrust Financial Advisors ($5.43M), and Cerity Partners LLC ($3.28M).Learn more on BOCT's institutional investors.

Which institutional investors have been buying Innovator U.S. Equity Buffer ETF - October stock?

Of the 61 institutional investors that purchased Innovator U.S. Equity Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trustcore Financial Services LLC ($526.19K), Commonwealth Equity Services LLC ($460.14K), SageView Advisory Group LLC ($454.21K), Brookstone Capital Management ($176.88K), Penserra Capital Management LLC ($148.16K), Wealthquest Corp ($142.72K), and WPWealth LLP ($98.15K).

How much institutional buying is happening at Innovator U.S. Equity Buffer ETF - October?

Institutional investors have bought a total of 3,070,234 shares in the last 24 months. This purchase volume represents approximately $107.66M in transactions.

Which Innovator U.S. Equity Buffer ETF - October major shareholders have been selling company stock?

Of the 53 institutional investors that sold Innovator U.S. Equity Buffer ETF - October stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Berkshire Money Management Inc. ($1.63M), Brookstone Capital Management ($357.28K), Wealthquest Corp ($256.73K), Ashton Thomas Private Wealth LLC ($172.78K), Raymond James & Associates ($149.92K), Maltin Wealth Management Inc. ($135.00K), and XML Financial LLC ($50.99K).

How much institutional selling is happening at Innovator U.S. Equity Buffer ETF - October?

Institutional investors have sold a total of 3,094,183 shares in the last 24 months. This volume of shares sold represents approximately $111.14M in transactions.



This page (BATS:BOCT) was last updated on 11/21/2024 by MarketBeat.com Staff
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