Creative Financial Designs’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

Creative Financial Designs’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	$19.2K	Hold	400	–	–	﹤0.01%	1213
2025 Q4	$19.8K	Hold	400	–	–	﹤0.01%	1154
2025 Q3	$19.4K	Hold	400	–	–	﹤0.01%	1152
2025 Q2	$18.2K	Hold	400	–	–	﹤0.01%	1171
2025 Q1	$16.8K	Hold	400	–	–	﹤0.01%	1135
2024 Q4	$17.3K	Hold	400	–	–	﹤0.01%	1082
2024 Q3	$17K	Hold	400	–	–	﹤0.01%	1069
2024 Q2	$16.6K	Hold	400	–	–	﹤0.01%	1042
2024 Q1	$16.2K	Hold	400	–	–	﹤0.01%	1022
2023 Q4	$15.4K	Buy	+400	New	+$14.7K	﹤0.01%	979

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

COFG Advisors Oak Brook, Illinois $404M AUM

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Creative Financial Designs's BOCT Position: Q1 2026 in Review

Creative Financial Designs held its Innovator US Equity Buffer ETF October (BOCT) position steady in Q1 2026 at 400 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Creative Financial Designs first reported a position in BOCT in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.8K in Q4 2025. 115 funds tracked by Wall St. Rank hold BOCT as of Q1 2026.

Creative Financial Designs held 400 shares of Innovator US Equity Buffer ETF October worth $19.2K as of Q1 2026.
Creative Financial Designs left its Innovator US Equity Buffer ETF October share count unchanged in Q1 2026.
Innovator US Equity Buffer ETF October made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1213 holding.
Creative Financial Designs first reported a position in Innovator US Equity Buffer ETF October in Q4 2023 and has held it in 10 quarters since.
Creative Financial Designs's Innovator US Equity Buffer ETF October position peaked at $19.8K in Q4 2025.
115 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.