Retirement Guys Formula LLC Innovator U.S. Equity Buffer E Transaction History

Retirement Guys Formula LLC

$188 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$29.74 - $32.8 $203,808 - $224,778	6,853 New	6,853 $217,000

Others Institutions Holding BOCT

# of Institutions

106

Shares Held

4.25M

Call Options Held

0

Put Options Held

0

Trustcore Financial Services, LLC

597K
Shares

$26.1 Million
1.69% of portfolio
Brookstone Capital Management

483K
Shares

$21.1 Million
0.35% of portfolio
Penserra Capital Management LLC Orinda, CA

352K
Shares

$15.4 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$14.3 Million
0.02% of portfolio
Integral Investment Advisors, Inc.

259K
Shares

$11.3 Million
3.03% of portfolio

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BOCT
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