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

Diversify 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 Q2	$1.94M	Buy	+36,710	New	+$1.9M	0.03%	426
2026 Q1	–	Sell	-37,449	Closed	-$1.87M	–	285
2025 Q4	$1.87M	Buy	37,449 +80	+0.2%	+$3.91K	0.06%	239
2025 Q3	$1.83M	Sell	37,369 -415	-1%	-$19.4K	0.06%	224
2025 Q2	$1.77M	Sell	37,784 -2,480	-6%	-$106K	0.07%	207
2025 Q1	$1.68M	Sell	40,264 -1,300	-3%	-$56.4K	0.11%	141
2024 Q4	$1.79M	Hold	41,564	–	–	0.1%	148
2024 Q3	$1.78M	Sell	41,564 -2,000	-5%	-$83.9K	0.1%	173
2024 Q2	$1.82M	Sell	43,564 -4,110	-9%	-$168K	0.1%	170
2024 Q1	$1.93M	Buy	+47,674	New	+$1.88M	0.11%	158

Other funds holding BOCT

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

COFG Advisors Oak Brook, Illinois $579M AUM

IIA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Diversify Advisory Services's BOCT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Innovator US Equity Buffer ETF October (BOCT) in Q2 2026: 36,710 shares worth $1.94M. The stake represents 0.03% of the portfolio and ranks #426 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in BOCT as recently as Q4 2025.

Diversify Advisory Services first reported a position in BOCT in Q1 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold BOCT as of Q2 2026.

Diversify Advisory Services held 36,710 shares of Innovator US Equity Buffer ETF October worth $1.94M as of Q2 2026.
Innovator US Equity Buffer ETF October was a new Diversify Advisory Services position in Q2 2026.
Innovator US Equity Buffer ETF October made up 0.03% of Diversify Advisory Services's portfolio in Q2 2026, its #426 holding.
Diversify Advisory Services first reported a position in Innovator US Equity Buffer ETF October in Q1 2024 and has held it in 9 quarters since.
121 funds tracked by Wall St. Rank held Innovator US Equity Buffer ETF October as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.