Ownership history in BCS Wealth Management · 4 quarters on record
This page tracks every 13F SEC filing in which BCS Wealth Management reported a position in INNOVATOR ETFS TRUST (OCTQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 10,820 | — | 0% | 0.06% | $258K | $23.88 |
| 2025 Q2 | UNCHANGED | 10,820 | — | 0% | 0.06% | $258K | $23.84 |
| 2025 Q1 | UNCHANGED | 10,820 | — | 0% | 0.07% | $257K | $23.54 |
| 2024 Q4 | INITIATED | 10,820 | — | — | 0.06% | $258K | $23.05 |