Action Point Financial Planning’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Action Point Financial Planning’s Portfolio BOCT Stock Details BOCT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.15K	Buy	+116	New	+$6K	﹤0.01%	1710

Other funds holding BOCT

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Action Point Financial Planning's BOCT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Innovator US Equity Buffer ETF October (BOCT) in Q2 2026: 116 shares worth $6.15K. The stake represents ﹤0.01% of the portfolio and ranks #1710 among its holdings.

121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

Action Point Financial Planning held 116 shares of Innovator US Equity Buffer ETF October worth $6.15K as of Q2 2026.
Innovator US Equity Buffer ETF October was a new Action Point Financial Planning position in Q2 2026.
Innovator US Equity Buffer ETF October made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1710 holding.
121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.