CIAS
BOCT icon

Capital Investment Advisory Services’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Capital Investment Advisory Services’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
Q1 		– Sell
-132
Closed -$6.52K – 1211
2025
Q4 		$6.52K Hold
132
– – ﹤0.01% 1059
2025
Q3 		$6.39K Hold
132
– – ﹤0.01% 996
2025
Q2 		$6K Hold
132
– – ﹤0.01% 975
2025
Q1 		$5.55K Hold
132
– – ﹤0.01% 914
2024
Q4 		$5.71K Buy
+132
New +$5.7K ﹤0.01% 841

Other funds holding BOCT

BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $404M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return