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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Berger Financial Group's EOCT Position: Q1 2026 in Review

Berger Financial Group reduced its Innovator Emerging Markets Power Buffer ETF October (EOCT) stake by 1.3% in Q1 2026, selling an estimated $20.1K and leaving 48,765 shares worth $1.56M. The position accounts for 0.09% of the portfolio, ranked #168.

Berger Financial Group first reported a position in EOCT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.56M in Q4 2025. 63 funds tracked by Wall St. Rank hold EOCT as of Q1 2026.

  • Berger Financial Group held 48,765 shares of Innovator Emerging Markets Power Buffer ETF October worth $1.56M as of Q1 2026.
  • Berger Financial Group sold 618 Innovator Emerging Markets Power Buffer ETF October shares in Q1 2026, an estimated $20.1K.
  • Innovator Emerging Markets Power Buffer ETF October made up 0.09% of Berger Financial Group's portfolio in Q1 2026, its #168 holding.
  • Berger Financial Group first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q4 2024 and has held it in 6 quarters since.
  • Berger Financial Group's Innovator Emerging Markets Power Buffer ETF October position peaked at $1.56M in Q4 2025.
  • 63 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.