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BFI Wealth Solutions’s Innovator Emerging Markets Power Buffer ETF October EOCT Stock Holding History

BFI Wealth Solutions’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 		$1.45M Buy
42,587
+8,171
+24% +$275K 1.08% 32
2026
Q1 		$1.1M Buy
34,416
+18,200
+112% +$592K 1.06% 35
2025
Q4 		$513K Buy
+16,216
New +$507K 0.49% 49

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

BFI Wealth Solutions's EOCT Position: Q2 2026 in Review

BFI Wealth Solutions increased its Innovator Emerging Markets Power Buffer ETF October (EOCT) stake by 24% in Q2 2026, buying an estimated $275K and bringing the position to 42,587 shares worth $1.45M. The position accounts for 1.08% of the portfolio, ranked #32.

BFI Wealth Solutions first reported a position in EOCT in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold EOCT as of Q2 2026.

  • BFI Wealth Solutions held 42,587 shares of Innovator Emerging Markets Power Buffer ETF October worth $1.45M as of Q2 2026.
  • BFI Wealth Solutions bought 8,171 Innovator Emerging Markets Power Buffer ETF October shares in Q2 2026, an estimated $275K.
  • Innovator Emerging Markets Power Buffer ETF October made up 1.08% of BFI Wealth Solutions's portfolio in Q2 2026, its #32 holding.
  • BFI Wealth Solutions first reported a position in Innovator Emerging Markets Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 71 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF October as of Q2 2026.

Based on BFI Wealth Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.