M Holdings Securities, Inc. Innovator U.S. Equity Buffer E Transaction History

M Holdings Securities, Inc.

$595 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	SELL	$31.53 - $33.96 $283 - $305	-9 Reduced 0.13%	6,814 $230,000
Q4 2022 Feb 10, 2023	BUY	$30.71 - $32.8 $209,534 - $223,794	6,823 New	6,823 $217,000

Others Institutions Holding BOCT

# of Institutions

93

Shares Held

3.78M

Call Options Held

0

Put Options Held

0

Trustcore Financial Services, LLC

597K
Shares

$24.9 Million
1.69% of portfolio
Commonwealth Equity Services, LLC

586K
Shares

$24.5 Million
0.04% of portfolio
Integral Investment Advisors, Inc.

238K
Shares

$9.93 Million
4.04% of portfolio
Penserra Capital Management LLC Orinda, CA

215K
Shares

$8.97 Million
0.11% of portfolio
Ashton Thomas Private Wealth, LLC Scottsdale, AZ

175K
Shares

$7.31 Million
0.41% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BOCT
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