Blue Bell Private Wealth Management LLC Has $1.62 Million Holdings in Innovator U.S. Equity Buffer ETF – October (BATS:BOCT)

Blue Bell Private Wealth Management LLC cut its holdings in shares of Innovator U.S. Equity Buffer ETF – October (BATS:BOCT) by 0.8% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 39,028 shares of the company’s stock after selling 310 shares during the quarter. Blue Bell Private Wealth Management LLC’s holdings in Innovator U.S. Equity Buffer ETF – October were worth $1,623,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in BOCT. Beacon Pointe Advisors LLC grew its holdings in shares of Innovator U.S. Equity Buffer ETF – October by 1.3% during the 4th quarter. Beacon Pointe Advisors LLC now owns 28,570 shares of the company’s stock worth $1,099,000 after purchasing an additional 359 shares in the last quarter. Janney Montgomery Scott LLC grew its stake in Innovator U.S. Equity Buffer ETF – October by 2.2% during the fourth quarter. Janney Montgomery Scott LLC now owns 27,294 shares of the company’s stock worth $1,050,000 after buying an additional 577 shares in the last quarter. First Commonwealth Financial Corp PA increased its holdings in Innovator U.S. Equity Buffer ETF – October by 14.4% in the 1st quarter. First Commonwealth Financial Corp PA now owns 19,220 shares of the company’s stock valued at $778,000 after buying an additional 2,412 shares during the period. Principal Securities Inc. acquired a new position in shares of Innovator U.S. Equity Buffer ETF – October in the 4th quarter valued at approximately $112,000. Finally, Integral Investment Advisors Inc. lifted its holdings in shares of Innovator U.S. Equity Buffer ETF – October by 1.3% during the 2nd quarter. Integral Investment Advisors Inc. now owns 241,034 shares of the company’s stock worth $10,021,000 after acquiring an additional 2,981 shares during the period.

Innovator U.S. Equity Buffer ETF – October Price Performance

Shares of BATS:BOCT opened at $42.07 on Friday. The company has a market capitalization of $176.69 million, a PE ratio of 24.46 and a beta of 0.65. The company has a 50-day moving average price of $41.79 and a 200 day moving average price of $40.98.

Innovator U.S. Equity Buffer ETF – October Company Profile

The Innovator S&P 500 Buffer ETF – October (BOCT) is an exchange-traded fund that is based on the S&P 500 Price Return index. The fund aims for specific buffered losses and capped gains on the S&P 500 over a specific holdings period. The actively-managed fund holds options and collateral. BOCT was launched on Oct 1, 2018 and is managed by Innovator.