Cerity Partners
BOCT icon

Cerity Partners’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Cerity Partners’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 		$8.72M Sell
181,657
-18,939
-9% -$935K 0.01% 763
2025
Q4 		$9.91M Buy
200,596
+96,946
+94% +$4.73M 0.01% 639
2025
Q3 		$5.02M Buy
103,650
+9,737
+10% +$456K 0.01% 855
2025
Q2 		$4.27M Buy
93,913
+7,482
+9% +$320K 0.01% 882
2025
Q1 		$3.63M Buy
86,431
+10,388
+14% +$451K 0.01% 855
2024
Q4 		$3.29M Sell
76,043
-1,263
-2% -$54.5K 0.01% 886
2024
Q3 		$3.28M Buy
77,306
+43,817
+131% +$1.84M 0.01% 874
2024
Q2 		$1.39M Sell
33,489
-19,538
-37% -$797K ﹤0.01% 1079
2024
Q1 		$2.15M Buy
53,027
+250
+0.5% +$9.87K 0.01% 940
2023
Q4 		$2.03M Buy
52,777
+18,207
+53% +$667K 0.01% 768
2023
Q3 		$1.23M Sell
34,570
-2,500
-7% -$91.5K 0.01% 697
2023
Q2 		$1.35M Sell
37,070
-20,405
-36% -$706K 0.01% 832
2023
Q1 		$1.94M Hold
57,475
– – ﹤0.01% 731
2022
Q4 		$1.83M Buy
+57,475
New +$1.81M 0.01% 538

Other funds holding BOCT

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B 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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners's BOCT Position: Q1 2026 in Review

Cerity Partners reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 9.4% in Q1 2026, selling an estimated $935K and leaving 181,657 shares worth $8.72M. The position accounts for 0.01% of the portfolio, ranked #763.

Cerity Partners first reported a position in BOCT in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.91M in Q4 2025. 115 funds tracked by Wall St. Rank hold BOCT as of Q1 2026.

  • Cerity Partners held 181,657 shares of Innovator US Equity Buffer ETF October worth $8.72M as of Q1 2026.
  • Cerity Partners sold 18,939 Innovator US Equity Buffer ETF October shares in Q1 2026, an estimated $935K.
  • Innovator US Equity Buffer ETF October made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #763 holding.
  • Cerity Partners first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and has held it in 14 quarters since.
  • Cerity Partners's Innovator US Equity Buffer ETF October position peaked at $9.91M in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.