Calton & Associates, Inc. Innovator U.S. Equity Buffer E Transaction History

Calton & Associates, Inc.

$250 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	$29.7 - $34.25 $251,321 - $289,823	-8,462 Closed	0 $0
Q1 2022 Apr 12, 2022	BUY	$32.09 - $34.65 $271,545 - $293,208	8,462 New	8,462 $288,000

Others Institutions Holding BOCT

# of Institutions

95

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Commonwealth Equity Services, LLC

645K
Shares

$27.3 Million
0.04% of portfolio
Trustcore Financial Services, LLC

597K
Shares

$25.3 Million
1.69% of portfolio
Integral Investment Advisors, Inc.

241K
Shares

$10.2 Million
3.75% of portfolio
Penserra Capital Management LLC Orinda, CA

237K
Shares

$10 Million
0.12% of portfolio
High Tower Advisors, LLC Chicago, IL

155K
Shares

$6.57 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BOCT
Sector ETFs
Industry ETFs

More about BOCT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.