Bright Futures Wealth Management, Llc. Innovator U.S. Equity Buffer E Transaction History

Bright Futures Wealth Management, Llc.

$87.3 Million
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$40.71 - $42.45 $278,171 - $290,060	6,833 New	6,833 $290,000

Others Institutions Holding BOCT

# of Institutions

106

Shares Held

4.22M

Call Options Held

0

Put Options Held

0

Trustcore Financial Services, LLC

597K
Shares

$24.1 Million
1.69% of portfolio
Brookstone Capital Management

483K
Shares

$19.5 Million
0.35% of portfolio
Penserra Capital Management LLC Orinda, CA

352K
Shares

$14.2 Million
0.28% of portfolio
Commonwealth Equity Services, LLC

326K
Shares

$13.2 Million
0.02% of portfolio
Integral Investment Advisors, Inc.

266K
Shares

$10.7 Million
3.66% 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 Bright Futures Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Bright Futures Wealth Management, Llc. with notifications on news.