Clearview Wealth Advisors LLC Innovator U.S. Equity Buffer E Transaction History

Clearview Wealth Advisors LLC

$150 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 02, 2022	SELL	$32.57 - $34.62 $58,626 - $62,315	-1,800 Closed	0 $0
Q4 2020 Jan 21, 2021	BUY	$27.24 - $30.07 $49,032 - $54,126	1,800 New	1,800 $54,000

Others Institutions Holding BOCT

# of Institutions

101

Shares Held

3.88M

Call Options Held

0

Put Options Held

0

Trustcore Financial Services, LLC

597K
Shares

$28.7 Million
1.69% of portfolio
Penserra Capital Management LLC Orinda, CA

385K
Shares

$18.5 Million
0.24% of portfolio
Commonwealth Equity Services, LLC

315K
Shares

$15.1 Million
0.02% of portfolio
Integral Investment Advisors, Inc.

267K
Shares

$12.8 Million
3.61% of portfolio
Cetera Investment Advisers Schaumburg, IL

172K
Shares

$8.25 Million
0.01% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BOCT
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