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

$42.30
+0.09 (+0.21%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$38.66M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$33.48M
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BOCT Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/22/2024Cetera Investment Advisers66,920$2.78M0.0%-14.7%1.593%
8/8/2024Envestnet Asset Management Inc.66,396$2.76M0.0%-8.5%1.581%
8/8/2024CoreCap Advisors LLC23,330$969K0.1%N/A0.555%
8/8/2024WPWealth LLP12,267$510K0.1%-43.2%0.292%
8/7/2024Vantage Financial Partners LLC5,084$211K0.1%-7.5%0.121%
8/7/2024Ashton 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%
8/6/2024Valtinson 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%
7/30/2024Integral 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%
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%
5/24/2024Cetera Investment Advisers78,481$3.18M0.0%N/A1.869%
5/23/2024 FSA Advisors Inc.36,985$1.50M1.6%-1.3%0.881%
5/14/2024First 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%
5/2/2024Vantage 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%
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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%
4/22/2024Ashton Thomas Private Wealth LLC175,232$7.09M0.4%-3.2%4.143%
4/16/2024Weaver 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%
3/6/2024SageView Advisory Group LLC155,209$5.97M0.2%+2,402.6%3.740%
2/16/2024SageView Advisory Group LLC155,209$5.97M0.2%+2,402.6%3.740%
2/16/2024Wealthquest Corp260,056$10.00M1.1%-21.7%6.266%
2/9/2024SageView 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%
2/8/2024Bedel Financial Consulting Inc.16,461$633K0.1%-2.6%0.397%
2/8/2024Beacon 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%
2/7/2024Avantax Advisory Services Inc.7,015$270K0.0%-12.6%0.169%
2/7/2024 Principal Securities Inc.2,908$112K0.0%N/A0.070%
2/6/2024Valtinson Bruner Financial Planning LLC14,342$552K0.3%+20.5%0.346%
2/6/2024 Spire Wealth Management18,925$736K0.0%N/A0.456%
2/6/2024Axxcess Wealth Management LLC7,603$292K0.0%N/A0.183%
2/6/2024SRS 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%
2/1/2024Sigma Planning Corp19,558$752K0.1%+63.0%0.471%
1/31/2024Integral 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%
1/26/2024Cerity 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%
1/16/2024CoreCap 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%
11/16/2023Penserra Capital Management LLC133,871$4.75M0.1%+43.5%3.226%
11/15/2023SRS Capital Advisors Inc.11,832$420K0.1%-3.7%0.285%
11/13/2023Envestnet Asset Management Inc.93,913$3.33M0.0%+4.0%2.263%
11/8/2023HighTower Advisors LLC146,952$5.22M0.0%+3.5%3.541%
11/8/2023 Janney Montgomery Scott LLC26,717$948K0.0%-8.9%0.644%
11/8/2023Avantax Advisory Services Inc.8,027$285K0.0%-5.4%0.193%
11/6/2023Sigma Planning Corp12,002$426K0.0%+3.2%0.289%
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11/6/2023XML Financial LLC10,503$373K0.0%-62.7%0.253%
11/6/2023 My Personal CFO LLC18,300$650K0.5%+19.6%0.441%
11/1/2023 Michael S. Ryan Inc.89,865$3.14M3.0%-2.0%2.165%
10/30/2023 Blue Bell Private Wealth Management LLC37,660$1.34M0.4%-2.1%0.907%
10/25/2023 Beacon Financial Advisory LLC20,100$714K0.4%-17.0%0.484%
10/24/2023Raymond James Financial Services Advisors Inc.15,889$564K0.0%+23.2%0.383%
10/24/2023Raymond James & Associates11,152$396K0.0%-4.3%0.269%
10/24/2023 Cambridge Investment Research Advisors Inc.50,193$1.78M0.0%+2.8%1.209%
10/23/2023Commonwealth Equity Services LLC519,173$18.43M0.0%+7.4%12.510%
10/20/2023 Brookstone Capital Management173,835$6.16M0.1%+596.4%4.189%
(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, 73 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), Integral Investment Advisors Inc. ($10.02M), SageView Advisory Group LLC ($5.97M), HighTower Advisors LLC ($5.22M), Penserra Capital Management LLC ($4.75M), and Wealthquest Corp ($3.46M).Learn more on BOCT's institutional investors.

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

Of the 58 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 ($447.02K), Brookstone Capital Management ($176.88K), Wealthquest Corp ($142.72K), WPWealth LLP ($98.15K), and Michael S. Ryan Inc. ($91.70K).

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

Institutional investors have bought a total of 2,921,346 shares in the last 24 months. This purchase volume represents approximately $101.34M in transactions.

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

Of the 51 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 ($249.07K), Ashton Thomas Private Wealth LLC ($169.29K), 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 3,064,536 shares in the last 24 months. This volume of shares sold represents approximately $109.88M in transactions.


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This page (BATS:BOCT) was last updated on 11/2/2024 by MarketBeat.com Staff
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