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AE Wealth Management’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

AE Wealth Management’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 		$75.2K Hold
1,418
– – ﹤0.01% 1993
2026
Q1 		$68K Hold
1,418
– – ﹤0.01% 1892
2025
Q4 		$70.1K Buy
+1,418
New +$69.2K ﹤0.01% 1782
2023
Q4 		– Sell
-5,823
Closed -$207K – 2064
2023
Q3 		$207K Buy
+5,823
New +$213K ﹤0.01% 1773

Other funds holding BOCT

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
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

AE Wealth Management's BOCT Position: Q2 2026 in Review

AE Wealth Management held its Innovator US Equity Buffer ETF October (BOCT) position steady in Q2 2026 at 1,418 shares worth $75.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

AE Wealth Management first reported a position in BOCT in Q3 2023 and has held it in 4 quarters since. The position peaked at $207K in Q3 2023. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

  • AE Wealth Management held 1,418 shares of Innovator US Equity Buffer ETF October worth $75.2K as of Q2 2026.
  • AE Wealth Management left its Innovator US Equity Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF October made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1993 holding.
  • AE Wealth Management first reported a position in Innovator US Equity Buffer ETF October in Q3 2023 and has held it in 4 quarters since.
  • AE Wealth Management's Innovator US Equity Buffer ETF October position peaked at $207K in Q3 2023.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.