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DHJJ Financial Advisors’s Innovator US Equity Buffer ETF October BOCT Stock Holding History

DHJJ Financial Advisors’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 		$1.16M Sell
21,961
-173
-0.8% -$8.95K 0.34% 53
2026
Q1 		$1.06M Sell
22,134
-45
-0.2% -$2.22K 0.35% 52
2025
Q4 		$1.1M Buy
22,179
+6,592
+42% +$322K 0.36% 51
2025
Q3 		$755K Sell
15,587
-2,693
-15% -$126K 0.26% 79
2025
Q2 		$831K Sell
18,280
-385
-2% -$16.5K 0.3% 64
2025
Q1 		$785K Hold
18,665
– – 0.32% 58
2024
Q4 		$807K Buy
18,665
+651
+4% +$28.1K 0.31% 61
2024
Q3 		$765K Sell
18,014
-405
-2% -$17K 0.3% 62
2024
Q2 		$766K Sell
18,419
-764
-4% -$31.2K 0.32% 59
2024
Q1 		$776K Sell
19,183
-185
-1% -$7.3K 0.34% 53
2023
Q4 		$745K Buy
19,368
+701
+4% +$25.7K 0.35% 49
2023
Q3 		$663K Sell
18,667
-641
-3% -$23.4K 0.34% 56
2023
Q2 		$703K Sell
19,308
-70
-0.4% -$2.42K 0.37% 57
2023
Q1 		$654K Sell
19,378
-1,035
-5% -$34.1K 0.36% 61
2022
Q4 		$648K Buy
20,413
+46
+0.2% +$1.45K 0.37% 62
2022
Q3 		$609K Hold
20,367
– – 0.36% 62
2022
Q2 		$620K Sell
20,367
-100
-0.5% -$3.19K 0.35% 63
2022
Q1 		$697K Sell
20,467
-350
-2% -$11.7K 0.33% 62
2021
Q4 		$720K Buy
20,817
+2,531
+14% +$85.8K 0.34% 59
2021
Q3 		$611K Hold
18,286
– – 0.32% 64
2021
Q2 		$590K Sell
18,286
-46
-0.3% -$1.47K 0.31% 61
2021
Q1 		$572K Hold
18,332
– – 0.33% 58
2020
Q4 		$551K Buy
+18,332
New +$531K 0.35% 56

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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

DHJJ Financial Advisors's BOCT Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Innovator US Equity Buffer ETF October (BOCT) stake by 0.78% in Q2 2026, selling an estimated $8.95K and leaving 21,961 shares worth $1.16M. The position accounts for 0.34% of the portfolio, ranked #53.

DHJJ Financial Advisors first reported a position in BOCT in Q4 2020 and has held it in 23 quarters since. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

  • DHJJ Financial Advisors held 21,961 shares of Innovator US Equity Buffer ETF October worth $1.16M as of Q2 2026.
  • DHJJ Financial Advisors sold 173 Innovator US Equity Buffer ETF October shares in Q2 2026, an estimated $8.95K.
  • Innovator US Equity Buffer ETF October made up 0.34% of DHJJ Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • DHJJ Financial Advisors first reported a position in Innovator US Equity Buffer ETF October in Q4 2020 and has held it in 23 quarters since.
  • 121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.