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Berger Financial Group’s Innovator Emerging Markets Power Buffer ETF October EOCT Stock Holding History

Berger Financial Group’s Portfolio EOCT Stock Details EOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.65M Sell
48,418
-347
-0.7% -$11.7K 0.08% 169
2026
Q1 		$1.56M Sell
48,765
-618
-1% -$20.1K 0.09% 168
2025
Q4 		$1.56M Buy
49,383
+4,909
+11% +$153K 0.09% 169
2025
Q3 		$1.38M Sell
44,474
-758
-2% -$22.1K 0.08% 175
2025
Q2 		$1.28M Buy
45,232
+72
+0.2% +$1.95K 0.08% 169
2025
Q1 		$1.2M Buy
45,160
+28,812
+176% +$762K 0.08% 167
2024
Q4 		$424K Buy
+16,348
New +$432K 0.03% 277

Other funds holding EOCT

BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return
AFPL
Advus Financial Partners, LLC Winter Park, Florida $441M AUM 26.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Berger Financial Group's EOCT Position: Q2 2026 in Review

Berger Financial Group reduced its Innovator Emerging Markets Power Buffer ETF October (EOCT) stake by 0.71% in Q2 2026, selling an estimated $11.7K and leaving 48,418 shares worth $1.65M. The position accounts for 0.08% of the portfolio, ranked #169.

Berger Financial Group first reported a position in EOCT in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold EOCT as of Q2 2026.

  • Berger Financial Group held 48,418 shares of Innovator Emerging Markets Power Buffer ETF October worth $1.65M as of Q2 2026.
  • Berger Financial Group sold 347 Innovator Emerging Markets Power Buffer ETF October shares in Q2 2026, an estimated $11.7K.
  • Innovator Emerging Markets Power Buffer ETF October made up 0.08% of Berger Financial Group's portfolio in Q2 2026, its #169 holding.
  • Berger Financial Group first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q4 2024 and has held it in 7 quarters since.
  • 71 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.