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Caliber Wealth Management (Kansas)’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Caliber Wealth Management (Kansas)’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 		$778K Hold
14,681
– – 0.08% 151
2026
Q1 		$704K Hold
14,681
– – 0.08% 150
2025
Q4 		$726K Hold
14,681
– – 0.08% 149
2025
Q3 		$711K Buy
+14,681
New +$687K 0.08% 148

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IIA
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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 $104B AUM 28.3% 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

Caliber Wealth Management (Kansas)'s BOCT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) held its Innovator US Equity Buffer ETF October (BOCT) position steady in Q2 2026 at 14,681 shares worth $778K. The position accounts for 0.08% of the portfolio, ranked #151.

Caliber Wealth Management (Kansas) first reported a position in BOCT in Q3 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 14,681 shares of Innovator US Equity Buffer ETF October worth $778K as of Q2 2026.
  • Caliber Wealth Management (Kansas) left its Innovator US Equity Buffer ETF October share count unchanged in Q2 2026.
  • Innovator US Equity Buffer ETF October made up 0.08% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #151 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Innovator US Equity Buffer ETF October in Q3 2025 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.