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
Q2 		$8.7M Sell
164,026
-17,631
-10% -$912K 0.01% 838
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

PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
CA
COFG Advisors Oak Brook, Illinois $579M AUM
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cerity Partners's BOCT Position: Q2 2026 in Review

Cerity Partners reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 9.7% in Q2 2026, selling an estimated $912K and leaving 164,026 shares worth $8.7M. The position accounts for 0.01% of the portfolio, ranked #838.

Cerity Partners first reported a position in BOCT in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.91M in Q4 2025. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

  • Cerity Partners held 164,026 shares of Innovator US Equity Buffer ETF October worth $8.7M as of Q2 2026.
  • Cerity Partners sold 17,631 Innovator US Equity Buffer ETF October shares in Q2 2026, an estimated $912K.
  • Innovator US Equity Buffer ETF October made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #838 holding.
  • Cerity Partners first reported a position in Innovator US Equity Buffer ETF October in Q4 2022 and has held it in 15 quarters since.
  • Cerity Partners's Innovator US Equity Buffer ETF October position peaked at $9.91M in Q4 2025.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.