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BFI Wealth Solutions’s Innovator International Developed Power Buffer ETF October IOCT Stock Holding History

BFI Wealth Solutions’s Portfolio IOCT Stock Details IOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94M Buy
52,574
+424
+0.8% +$15.4K 1.44% 26
2026
Q1 		$1.85M Buy
52,150
+4,985
+11% +$177K 1.77% 22
2025
Q4 		$1.64M Buy
+47,165
New +$1.62M 1.57% 21

Other funds holding IOCT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFG
Broussard Financial Group Kaplan, Louisiana $125M AUM
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

BFI Wealth Solutions increased its Innovator International Developed Power Buffer ETF October (IOCT) stake by 0.81% in Q2 2026, buying an estimated $15.4K and bringing the position to 52,574 shares worth $1.94M. The position accounts for 1.44% of the portfolio, ranked #26.

BFI Wealth Solutions first reported a position in IOCT in Q4 2025 and has held it in 3 quarters since. 96 funds tracked by Wall St. Rank hold IOCT as of Q2 2026.

  • BFI Wealth Solutions held 52,574 shares of Innovator International Developed Power Buffer ETF October worth $1.94M as of Q2 2026.
  • BFI Wealth Solutions bought 424 Innovator International Developed Power Buffer ETF October shares in Q2 2026, an estimated $15.4K.
  • Innovator International Developed Power Buffer ETF October made up 1.44% of BFI Wealth Solutions's portfolio in Q2 2026, its #26 holding.
  • BFI Wealth Solutions first reported a position in Innovator International Developed Power Buffer ETF October in Q4 2025 and has held it in 3 quarters since.
  • 96 funds tracked by Wall St. Rank held Innovator International Developed Power Buffer ETF October as of Q2 2026.

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